Integrations

The unique structure of PlanPlus Global’s platform and APIs enables us to integrate with other industry providers through “single sign-on”.

Our current integration partners include:

  • Modular or goals-based financial planning applications
  • Back office processing
  • Order entry
  • Client Relationship Management (CRM) systems
  • Account aggregation
  • Sales presentations
  • And More…!
FAME
Virtgroup
Temenos
AdP Dataphile
Logo_Kronos
Novinsoft
Croesus Finasoft
Univeris
Money Guide Pro
National Bank Correspondent Network