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.

Technology Awards

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 – 1^st Place (IPC)
Canadian Investment Awards ’08 – Best Use of Technology – 2^nd Place (with NBCN)
Canadian Investment Awards ’07 – Best Use of Technology – 3^rd Place (IPC)
Canadian Investment Awards ’06 – Best Use of Technology – 2^nd Place (DIME)
Canadian Investment Awards ’06 – Best Use of Technology – 3^rd
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 – 3^rd Place (Planipedia.org)
Canadian Investment Awards ’08 – Advisor Education – 1^st Place (IPC)
Canadian Investment Awards ’07 – Advisor Education – 1^st Place (Advice Transition Program)

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Risk Profiling &
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