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

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

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.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave