Today, Morningstar, a global firm specialising in independent investment research, information, and technology, announced plans to acquire PlanPlus Global. This includes our full product suite, which is comprised of FinaMetrica Profiler, a global risk-profiling tool renowned around the world, our financial planning solution ProPlanner (formerly Planit) and ProTracker, our powerful
PlanPlus Global today announces the addition of a new module – ProTracker™ – to its SuitabilityPro™ suite of products. ProTracker is a powerful portfolio monitoring tool that continuously ensures advisors’ clients remain suitably invested over time. It will help advisory firms ensure there are robust processes in place around the
PlanPlus Global today announces the launch of its new goal-based planning module, ProPlanner – further enhancing its powerful financial advice software solution, SuitabilityPro™. The new suite of SuitabilityPro products enable a fully integrated suitability advice process that connects the world’s most academically valid risk profiling solution with multi-award-winning financial planning
Announcing 2019 PlanPlus Global Financial Planning Awards Winners PlanPlus Global, the world-leading financial planning, risk tolerance profiling, and suitability firm, today announces and congratulates the winners of the Global Financial Planning Awards 2019 competition. The awards were launched seven years ago to help increase global awareness and understanding of the
PlanPlus Global today announces the launch of SuitabilityPro™: FinaMetrica Profiler – a new higher standard in assessing and evidencing the suitability of mapping investment products and services to people’s needs. FinaMetrica Profiler has been in development since August 2017, when PlanPlus, renowned for its financial planning software, and FinaMetrica, the
PlanPlus Global, the world‐leading combined financial planning, risk tolerance profiling and suitability firm, today announces and congratulates the winners of the Global Financial Planning Awards 2018 competition. The awards were launched six years ago to increase understanding of the important role played by financial planners around the world. Recognizing the global reach
PlanPlus Global is the evolution of a decade-long collaboration between two award-winning firms, FinaMetrica Pty Ltd. and PlanPlus Inc. In August 2017, the firms formally combined their 40 years of experience to advance the development of the industry’s first comprehensive integration of world-renowned risk tolerance profiling capability with state-of-the-art financial
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.
