NEW YORK, Jan. 30 /CNW/ -- Xeye, the leading provider of wealth
management software and solutions to the financial services industry, is
pleased to announce a comprehensive partnership with PlanPlus, a market leader
in financial planning solutions.
The integration of WealthManager and PlanPlus Web Advisor will allow
clients to seamlessly navigate between the two applications and offer their
clients integrated wealth management and financial planning capabilities.
"We are very pleased about Xeye's integration with PlanPlus," said Craig
O'Neill, CEO of Xeye. "This is another example of Xeye delivering advanced
functionality to our user community and further testimony about the easy
extensibility of the Xeye platform. PlanPlus' financial planning solution is
an excellent complement to Xeye's WealthManager. Both are powerful, easy to
use tools that deliver exceptional value to their users."
Some of the other benefits of the Xeye and PlanPlus integration include:
-- Availability of financial plan data from PlanPlus in Xeye. This will
improve the advisor's ability to properly service clients. For
example, an advisor will be able to search on various criteria such as
clients without a plan, clients with outdated plans, actual asset mixes
outside of plan tolerance.
-- Automatic synchronization of contact, account and asset mix data from
Xeye to PlanPlus.
-- Recognition and maintenance of family relationships between Xeye and
PlanPlus. The householding and relationship data that makes Xeye's
WealthManager such an important tool for advisors will be available in
-- Import of plan data, target asset mix, client presentation documents
from PlanPlus back to Xeye. The integration between Xeye and PlanPlus
is not one way. Client and financial information entered into either
solution will be automatically synchronized between the two integrated
-- Context-sensitive launch of PlanPlus pages from Xeye (simple link on
Xeye contact page to navigate to the main PlanPlus plan page for the
-- Consistent branding between Xeye and PlanPlus pages. Users of the
solution will have access to a fully integrated and branded product.
"PlanPlus Web Advisor allows advisors to deliver quality investment
planning, modular advice, all the way to integrated financial planning", said
Shawn Brayman, President of PlanPlus. "The integration with Xeye's
WealthManager moves the ease and speed with which advisors can deliver these
services to their clients to a new level. This arrangement combines the
talents of two firms that are thought leaders in the field, and two
technologies that create a world class solution."
Founded in 1993, Xeye supplies advanced technology solutions to the
wealth management industry. Xeye's WealthManager provides 360 degree views of
all client information, advanced portfolio management tools, proposal
generation, portfolio modeling, client reporting, team based workflow, and
continuous client review capabilities. Xeye's services oriented architecture
provides for seamless data integration. http://www.xeye.com
About PlanPlus Inc.
PlanPlus Inc. is a Canadian firm that provides wealth management and
financial planning solutions based on their PlanPlus Web Advisor software to
financial services firms worldwide. PlanPlus has users in North and South
America, the Caribbean, Asia and Europe. Customers include banks, stock
brokers/investment firms, insurance, credit union, mutual fund and financial
planning firms. PlanPlus is a Canadian company established in 1990. It is
privately owned and located in Lindsay, Ontario. http://www.planplus.com
Lara De Vido
705-324-8001 ext. 307
For further information:
For further information: Lara De Vido, VP Marketing of Xeye,
+1-212-869-3034, firstname.lastname@example.org; or Elaine Hartjes, Marketing, of PlanPlus
Inc., +1-705-324-8001 ext. 307, email@example.com Web Site: