Altamira Investment Services has selected PlanPlus Web Advisor has been as a financial planning tool for Altamira advisors.

“A good financial planning tool is the key to assessing Altamira client needs and formulating solutions for them in order to achieve their goals. The Investment Policy Statement in particular plays a significant role as such. It has become the ‘roadmap’ for Altamira customers and their financial futures”, said Anne Wildfong, vp of Private Wealth at Altamira, in a release.

“The implementation for Altamira included integration to their proprietary back office to allow the regular update of the customer holdings in PlanPlus Web Advisor”, said Shawn Brayman, president of PlanPlus Inc. “Altamira tailored our solution, which they branded LifePlan, to maximize the efficiency for their advisors.”

“Altamira selected PlanPlus as its partner in delivering a financial planning solution to its high net worth clients because of the excellence of Web Advisor. The implementation of PlanPlus Web Advisor within Altamira allows our advisors to provide better plans and solutions for our clients”, said Wildfong.

Altamira currently serves thousands of individual investors across Canada.

PlanPlus provides wealth management and financial planning solutions based on their Web Advisor software to financial services firms worldwide.