PlanPlus Global to Join Morningstar

PlanPlus Global to Join Morningstar

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 portfolio monitoring tool.

PlanPlus Global has enjoyed a long-standing relationship with Morningstar, and discussions about closer collaboration between our two organizations evolved naturally. Over time, it became apparent to both firms that, together on a global scale, we could offer risk profiling, financial planning, and ‘suitability’ software unlike any other available. Our combined solutions will help advisors better manage their day-to-day workflow, enhance client engagement, meet compliance obligations, and produce digital advice underpinned by Morningstar’s institutional-grade data, information, and research.

With similar values and philosophies, supported by greater financial and technical strength, we will be able to provide advisors and their clients with an expanded product suite, an enhanced level of training and state-of-the-art tools. Morningstar’s independence, research-driven culture, and trusted brand makes it an ideal home for PlanPlus Global capabilities.

What happens now?
PlanPlus Global will continue to deliver our award-winning financial planning, risk profiling and suitability software and services to you. As your technology partner, now reinforced by the resources of Morningstar, we will look to provide you with access to a broader set of tools, data, and support to help you achieve new heights in your business – and improve outcomes for your clients.

It is our sincere belief that PlanPlus Global and Morningstar will be stronger together and that you will welcome the enhanced financial and technological capabilities, as well as expanded thought leadership to further empower investor and client success. You can read more in our media release: English | Français.

Change often brings questions, and we invite you to reach out to Larry Bowen, SVP, with any queries – larry.bowen@planplus.com. These are exciting times for PlanPlus Global and a win-win for us and our clients!

ENDS

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About PlanPlus Global
PlanPlus Global is a world-renowned financial advice, planning and asset management ‘Suitability’ software provider. It offers the most academically validated risk profiling process in existence, a multi-award-winning financial planning system and a regulatory robust investment tracking tool that ensures investors remain suitably invested over time. When combined with an advice practitioner’s own professional judgment, PlanPlus Global software helps deliver an outstanding level of customer service that is based upon individual clients’ informed consent. Its software is now relied upon by more than ten thousand subscribers in more than 35 countries.

PlanPlus Global has received multiple awards for proprietary research in the financial planning and risk profiling fields, such as the Academy of Financial Services Best Paper Award, and Best Applied Research Award.

PlanPlus and FinaMetrica merged in 2017 resulting in a privately-owned Canadian company with its head office located in Toronto, Ontario. It has staff in seven countries and affiliates around the world.

Latest industry recognition for PlanPlus Global’s risk profiling service include both Professional Adviser’s 2020, and WealthBriefing’s 2020 awards for the best risk profiling solution.

For more information, visit www.planplusglobal.com.

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
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