PlanPlus Global Joins Morningstar

PlanPlus Global Joins Morningstar

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.

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.

Ron Wilkinson - Portland, Oregon, USA
Ron Wilkinson - Portland, Oregon, USA