Impact Launches Web-based PlanLab Store for Individual Advisors

Delivers Extensive New Options for Advisors Seeking Proven Financial Planning Software

CHARLOTTE, N.C. – Oct. 17 - Impact Technologies Group, Inc. (Impact®), the innovative leader of financial services software, officially debuts PlanLab® Store (https://store.planlab.us). A Web-based purchasing site for individual financial advisors, PlanLab Store revolutionizes how advisors buy and maintain financial planning software. Once only sold to home offices, PlanLab Store now provides the entire suite of PlanLab products directly to the individual advisor with a flexibility to fit any need. All of the PlanLab products are offered with their own monthly subscription that can be bought, accessed and ready to use within minutes. Additions can be made to the PlanLab toolset at any time by purchasing additional product subscriptions when they are needed. Subscriptions start as low as $25 dollars a month with no hidden costs or long-term commitments.

PlanLab Store’s inventory of software includes the following suites:

  • Financial Needs
  • Retirement Distribution
  • Wealth Management
  • Business Planning

PlanLab is an entirely web-based enterprise platform with all types of advisors, clients and sales opportunities in mind. The simplicity of one platform, with one login (http://www.planlab.us ), one set of fact finders, and only one entry of client data needed, makes PlanLab a time saving and valuable asset for any advisor. PlanLab provides sensible and consistent navigation throughout and delivers powerful tools able to handle any scenario any advisor or their clients can envision.

PlanLab Platform Highlights

  • Unmatched calculation engines drive behind-the-scenes analysis in each of the tools available within PlanLab Store. Each suite of tools contains conceptual, comprehensive and motivating presentations for clients.
  • Advisors can operate their business using a client-centric approach. PlanLab platform retains client contact information, past client presentations, plus presentation and analysis scenarios. Client accounts can be maintained with tasks and alerts, and system-driven recommendations for additional sales opportunities.
  • Automatically provides tax and legal updates, system updates and enhancements.
  • Stocks and college costs look-ups are backed by Thomson Peterson’s web service.

PlanLab suite has been reviewed by the biggest compliance departments in the country and maintained by an elite users group of home office representatives. It is also backed by Impact’s outstanding user and technical support team. Impact’s success has been driven by home offices’ satisfaction and loyalty and brings that same commitment to individual advisors.

About Impact Technologies Group
For more than 20 years, Impact Technologies Group has provided technology products to banking, insurance, and brokerage firms worldwide. Based out of Charlotte, NC, the company develops unique software and web-based technology solutions for needs analysis, business planning, retirement, distribution, financial planning and estate planning. Visit www.impact-tech.com for more information on Impact's products and services.

For more information:
Contact: Kevin Clay, President
Phone: 1-800-438-6017
Mailing Address: University Research Park, 10735 David Taylor Dr #350, Charlotte, NC 28262
Email: kevin.clay@impact-tech.com
Website: www.impact-tech.com

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