PlanPlus and Croesus Finansoft Announce Integrated SolutionPlanPlus and Croesus Finansoft Announce Integrated Solution
and Croesus Finansoft
Announce Integrated Solution Croesus Finansoft, Canada's number one CRM and Portfolio Management Software developer, announced the execution of an agreement to market to their customers a version of the PlanPlus Web Advisor that is fully integrated to their newly released version 6 Croesus Portfolio Management software.
MONTREAL (PRWEB) January 12, 2006 -- National Bank Financial
(NBF), which is a common customer of Croesus Finansoft
and PlanPlus Inc.
, will be the first financial institution that will benefit from this integration.Nearly 2,000 investment professionals and their assistants at National Bank Financial
currently access Croesus
using an ASP model with the solution hosted at an IBM data center and managed by Croesus
The major advantage of this integration is the fact that an advisor will no longer need to rekey information between their CRM & Portfolio Management Software (Croesus) and their Financial Planning Software (PlanPlus Web Advisor).Croesus Finansoft
are now offering a new, fully integrated solution to the financial services industry that automatically updates all of the customer's portfolio information with minimal effort by the investment advisor.
...Rémy Therrien, President of Croesus Finansoft said, "PlanPlus and Croesus Finansoft are both leaders in their respective niches.
anticipate the integrated solution will have broad appeal to firms that are looking for mechanisms to allow their investment advisors to introduce more effective forms of Investment Policy and Financial Planning advice for their customers.About Croesus FinansoftCroesus Finansoft
has been building on a tradition of creating wealth since 1986.