PlanPlus adds three non-English versions of its planning software

PlanPlus has added Spanish-, Chinese- and French-language versions of its software, which before had been available only in English.
JUN 05, 2009
By  Bloomberg
PlanPlus has added Spanish-, Chinese- and French-language versions of its software, which before had been available only in English. The Lindsay, Ontario-based vendor added the new versions of its software, PlanPlus Web Advisor, because statistics show that that about 26% of Americans speak a language other than English. In the Northeast and on the West Coast, the percentage is closer to 30%, according to the Census Bureau. “We need to recognize and respect the unique culture and needs of these sectors of our population,” Brad Greer, vice president of global sales for PlanPlus Inc., said in a statement. “We feel there is a significant market to help service emerging segments of the population that are currently underserved.” In addition to financial planning, PlanPlus Web Advisor offers tools to create investment policy statements, access mutual fund and stock data from Morningstar Inc. of Chicago, and integrate with an advisory firm’s back office. For more information, visit PlanPlus. Scottrade unveils mobile trading device Scottrade this week announced the launch of Scottrade Mobile, which lets clients trade stocks from handheld devices that connect to the Internet. The service allows views of account information, including balances, order status and positions. Customers can also trade stocks, exchange traded funds and trade options via the mobile trading site. It can be accessed from a mobile device, and no software needs to be downloaded to use the site. Also, users can access up-to-the-minute market information. The objective was to make quality trading tools accessible and affordable for Scottrade clients, Kevin Dodson, director of online financial services for the St. Louis-based company, said in a statement. For more information visit Scottrade and view the Scottrade Mobile Webcast under the Webcasts tab.

Latest News

No succession plan? No worries. Just practice in place
No succession plan? No worries. Just practice in place

While industry statistics pointing to a succession crisis can cause alarm, advisor-owners should be free to consider a middle path between staying solo and catching the surging wave of M&A.

Research highlights growing need for personalized retirement solutions as investors age
Research highlights growing need for personalized retirement solutions as investors age

New joint research by T. Rowe Price, MIT, and Stanford University finds more diverse asset allocations among older participants.

Advisor moves: RIA Farther hails Q2 recruiting record, Raymond James nabs $300M team from Edward Jones
Advisor moves: RIA Farther hails Q2 recruiting record, Raymond James nabs $300M team from Edward Jones

With its asset pipeline bursting past $13 billion, Farther is looking to build more momentum with three new managing directors.

Insured Retirement Institute urges Labor Department to retain annuity safe harbor
Insured Retirement Institute urges Labor Department to retain annuity safe harbor

A Department of Labor proposal to scrap a regulatory provision under ERISA could create uncertainty for fiduciaries, the trade association argues.

LPL Financial sticking to its guns with retaining 90% of Commonwealth's financial advisors
LPL Financial sticking to its guns with retaining 90% of Commonwealth's financial advisors

"We continue to feel confident about our ability to capture 90%," LPL CEO Rich Steinmeier told analysts during the firm's 2nd quarter earnings call.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.