Accounting and Financial Software
Xeye Announces Integration With PlanPlus
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NEW YORK, Jan. 30 -- 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:
oAvailability 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clients without a plan, clients with outdated plans, actual asset mixes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.
oAutomatic synchronization of contact, account and asset mix data from
Xeye to PlanPlus.
oRecognition 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
PlanPlus.
oImport 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
solutions.
oContext-sensitive launch of PlanPlus pages from Xeye (simple link on
Xeye contact page to navigate to the main PlanPlus plan page for the
client).
oConsistent 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."
About Xeye
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/
CONTACT INFORMATION:
Lara De Vido
VP Marketing
Xeye
212-869-3034
ldevido@xeye.com
Elaine Hartjes
Marketing
PlanPlus Inc.
705-324-8001 ext. 307
elaine@planplus.com
First Call Analyst:
FCMN Contact:
Photo: NewsCom: http://www.newscom.com/cgi-bin/prnh/20061116/NYTH003LOGO
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Source: Xeye
CONTACT: Lara De Vido, VP Marketing of Xeye, +1-212-869-3034, ldevido@xeye.com; or Elaine Hartjes, Marketing, of PlanPlus Inc.,
+1-705-324-8001 ext. 307, elaine@planplus.com
Web site: http://www.xeye.com/
http://www.planplus.com/
