Press Releases

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

PlanPlus Global Adds to its Financial Advice Solution with Launch of New Goal-based Planning Tool

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

PlanPlus Global Adds to its Financial Advice Solution with Launch of New Goal-based Planning Tool

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

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

Announcing 2018 PlanPlus Global Financial Planning Awards Winners

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

PRESS RELEASE: PlanPlus Global launches new brand identity, products and services

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.

Ron Wilkinson - Portland, Oregon, USA
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