Impact Assessment
To help understand the impact of the MyPlan Wealth Management Application on your business MyPlan Solutions’ management consultants provide an Impact Assessment document that details specifically the implications, processes, benefits and changes possible to your business with the MyPlan Wealth Management Application.

Installation and Training
The MyPlan Wealth Management Application can be installed on to any standard Java compliant application server. MyPlan Solutions will help your IT department install and configure MyPlan within your existing IT Infrastructure. MyPlan Solutions also offers training for your staff to use the Administration Console, your IT staff to support the application and to your account managers to support your clients.

Customisation
All the sections of the MyPlan Wealth Management Application are customisable to suite your unique business requirements. The look and feel of MyPlan can be easily modified to match your exiting web sites. The MyPlan Wealth Management Application can run quite successfully as a stand alone application but the wealth of information within MyPlan means that most of our clients choose to integrate MyPlan with their legacy applications and other third party tools.

Support and Maintenance
At MyPlan Solutions we combine a comprehensive Service Level Agreement with a dedicated Account Manager to ensure you receive the highest level of support to help resolve any issues. We base our response times and the actions we take to resolve your issues on an assessment of the impact of the reported technical problem on your business, hence the more serious the business impact, the higher the assigned priority. Our clients that take up our Support and Maintenance contracts also receive full product upgrades for the duration of their contract.

Bespoke Development
The implementation of the MyPlan Wealth Management Application has been so successful at some of our clients that they have asked us to develop other integrated Modules for their own specific business requirements. The MyPlan Framework is an n-tiered Module at the heart of the MyPlan Wealth Management Application that can be used as a platform to build your entire online channel.

Fully Managed Solution
For small to medium size financial firms, the MyPlan Wealth Management Application is available as a fully hosted subscription based service. After an initial setup your clients can use MyPlan as if it were part of your own company’s web site. By using our Fully Managed Solution there is no software or hardware to purchase, you don’t have to install it, you don’t need to maintain it, in fact you do not need any technical know how at all – we do it all for you. The Fully Manage Service can also be used by larger institutions looking to trial the MyPlan Wealth Management Application before making a complete purchase.