Let's Connect
Contact Us
Contact Head Office
Global Headquarters
22 West Washington Street
Chicago, IL 60602
United States
+1 312 696-6000
Canada
1 Toronto Street, Suite 500
Toronto, ON
M5C 2W4 Canada
Tel: 416-800-1181
Toll Free: 1-800-601-1762
Australia
100 Barangaroo Avenue Tower One,
International Towers
Barangaroo Sydney, NSW
Australia 2000
Tel: 61-2-8668-9270
Contact Regional Offices
Australia
61-2-8668-9270
planplussales@morningstar.com
North America, Corporate
Stefan Tzineurakis
+1 705-324-8001 x312
planplussales@morningstar.com
UK and Republic of Ireland
UK Sales
uksalesgeneralist@morningstar.com
Wiesbaden, Germany
FCM Finanz Service GmbH
+49 (0) 611 204 99 86
office@fcm-service.de
Infowebinare
Johannesburg, South Africa
Institute of Behavioural Finance
+27 082 881 6159
info@ibfsa.co.za
I have been using FinaMetrica for over 17 years for onboarding new clients. They like the extensive value of the reports; but what we appreciate is the innovations in technology, the value of the client-facing materials and the development of the life-long client relationships as I get to really know their behavioral tendencies. FinaMetrica has assisted me in building a very successful practice and we highly recommend it for any advisor who wants to enhance the overall value of their client relationships.
