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

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.