On April 3, 2020, Morningstar, Inc. completed its acquisition of PlanPlus Global, combining PlanPlus Global’s financial planning tools with Morningstar’s mission to empower investor success through the advisor ecosystem.
Morningstar’s research-driven culture, trusted brand, and investment planning capabilities combined with PlanPlus Global’s financial planning and risk tolerance profiling tools, will help advisors better manage their day-to-day workflow, enhance client engagement, meet compliance obligations, and produce advice that helps clients meet their goals and live their best lives. Visit Financial Planning Solutions at Morningstar.com to learn more.
