PlanPlus Integrates with Arius Account Opening Software
Summary
Account information can flow into PlanPlus for onbook positions and a new proposal generated that supports best practices for risk tolerance assessment and proper portfolio construction, then flow back to Arius for the account opening without unnecessary rekeying.” National Bank Correspondent Network, a division of NBCN Inc., is sponsoring a free half-day seminar in Toronto on March 10th with speakers Brayman and Zimmer as well as special guest Geoff Davey, Co-Founder of FinaMetrica from Australia who will be speaking on psychometric risk profiling and recent best practice directives from the FSA in the United Kingdom and elsewhere.Today, our leading-edge solutions enable customers to increase operational efficiency, improve client services and reduce costs by providing a superior, personalized account opening experience.### Lindsay, Canada, February 25, 2011 --( PR.com )-- This integration will allow advisors to generate investment proposals in PlanPlus then, once the client has approved, move directly into execution through automated account opening in Arius OpenAdvantage.“PlanPlus has been a leader in Canada and around the world in Investment Policy Statement generation and bringing best practices to areas like client risk profiling so they were an ideal partner for us to work with”, said Zimmer.“This is an exciting advance and moves advisors one step closer to the Holy Grail of end-to-end processing”, said Shawn Brayman, PlanPlus President.Account information can flow into PlanPlus for onbook positions and a new proposal generated that supports best practices for risk tolerance assessment and proper portfolio construction, then flow back to Arius for the account opening without unnecessary rekeying.”National Bank Correspondent Network, a division of NBCN Inc., is sponsoring a free half-day seminar in Toronto on March 10th with speakers Brayman and Zimmer as well as special guest Geoff Davey, Co-Founder of FinaMetrica from Australia who will be speaking on psychometric risk profiling and recent best practice directives from the FSA in the United Kingdom and elsewhere.“NBCN has recognized both PlanPlus and Arius as best in class solutions in their respective areas which is why we make PlanPlus Planit and Arius Open Advantage available to the IIROC and ICPM firms we work with”, said Michael Gervais, Vice President Managed Account Solutions at National Bank Correspondent Network.
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