Our Story

PlanPlus Global is now part of Morningstar, combining PlanPlus Global’s risk profiling tools and advanced financial planning capabilities with Morningstar's investment data and portfolio analytics - all toward a mission of empowering investor success through the advisor ecosystem.

On April 3, 2020, Morningstar, Inc. completed its acquisition of PlanPlus Global, a Canadian company with clients in 35 countries. Morningstar provides a foundation of independent investment data, research, ratings and analysis with financial planning tools that help financial professionals deepen client relationships, advise clients holistically with a full picture of their accounts, improve the efficiency of their practice, and create tailored, engaging financial and investment plans.

Following a merger in 2017 between PlanPlus Inc. (Canada) and FinaMetrica Pty Ltd. (Australia), PlanPlus Global today offers three powerful tools for financial advisors  – the world’s most academically validated risk profiling process, a multi award-winning financial planning system and a regulatory robust investment tracking tool that ensures investors remain suitably invested over time.

Our software is relied upon by thousands of subscribers around the globe. The FinaMetrica Risk Tolerance profiling questionnaire has the authority of more than 1.5 million tests, ongoing scientific verification and continuous re-testing to make it the most proven risk tolerance tool in the financial services industry.

Recent awards for the ‘best risk profiling solution’ in their respective markets includes the Professional Adviser’s 2020 in the UK as well as the WealthBriefing’s 2020 awards in Switzerland.

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

The PlanPlus Global Vision

The PlanPlus Global Vision is to empower financial advisors and firms across the globe to deliver the highest standard of financial advice to their clients through the world’s most rigorous, academically validated and market proven suitability technology.

Risk Profiling & Investment Proposal

Sign Up for your COMPLIMENTARY Trial

PlanPlus Global is offering a COMPLIMENTARY 30-day trial of either (or both) SuitabilityPro™: FinaMetrica Profiler, ProPlanner (Canada only) and ProTracker. Your free trial of FinaMetrica Profiler will allow you to view and test the most powerful risk-profiling and investment proposal generating software available, while your free trial of ProPlanner will show you how you can generate comprehensive financial plans that are fully customized to clients’ circumstances and objectives.

SuitabilityPro: Trial

Contact Information

1st Advisor

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