Our Awards
PlanPlus Global is delighted to have ben honored around the world with awards and commendations for our expertise, research and innovation in the areas of risk profiling, financial planning and use of technology in a financial advice environment.
- WealthBriefing Swiss Awards ’18 – Best Risk Profiling Solution
- FinTech Business Awards ’17 – Finalist
- Family Wealth Report Awards ’16 – Best Risk Profiling Solution
- WealthBriefing Swiss Awards ’16 – Best Risk Profiling Solution
- WealthBriefing Swiss Awards ’15 – Best Risk Profiling Solution
- Family Wealth Report Awards ’14 – Best Risk Profiling Solution
- WealthBriefing Asia Awards for Singapore and Hong Kong ’14 – Best Risk Profiling Solution
- IBM Beacon Awards ’09 – Software as a Service – Finalist
- Canadian Investment Awards ’08 – Best Use of Technology – 1st Place (IPC)
- Canadian Investment Awards ’08 – Best Use of Technology – 2nd Place (with NBCN)
- Canadian Investment Awards ’07 – Best Use of Technology – 3rd Place (IPC)
- Canadian Investment Awards ’06 – Best Use of Technology – 2nd Place (DIME)
- Canadian Investment Awards ’06 – Best Use of Technology – 3rd
- Place (PlanPlus for Students)
Research Awards
- Academy of Financial Services ’16 – AFS-CFP® Board Award for Best Retirement Planning – Combining Stochastic Simulations and Actuarial Withdrawals into One Model
- FPA-BE Baltimore ’16 – Best Applied Research Award – Risk Profiling in Canada & Global Best Practices research sponsored by the OSC-Investor Advisory Panel
- Academy of Financial Services ’11 – Best Paper Award – Defining and Measuring Risk Capacity
- PA Journal of Financial Planning ’09 – Financial Frontiers Awards – Income Replacement vs. Expense Based Insurance Needs
- FPA Journal of Financial Planning ’07 – Financial Frontiers Awards – Beyond Monte Carlo Analysis Research Paper
Education and Training Awards
- Canadian Investment Awards ’09 – Best New Initiative – 3rd Place (Planipedia.org)
- Canadian Investment Awards ’08 – Advisor Education – 1st Place (IPC)
- Canadian Investment Awards ’07 – Advisor Education – 1st Place (Advice Transition Program)
Risk Profiling & Investment Proposal
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PlanPlus Global is offering a COMPLIMENTARY 30-day trial of either (or both) SuitabilityPro™: FinaMetrica Profiler and ProPlanner. Your free trial of FinaMetrica Profiler will allow you to view and test the most powerful risk-profiling and investment proposal generating software available, while your free trial of ProPlanner will show you how you can generate comprehensive financial plans that are fully customized to clients’ circumstances and objectives
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