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.

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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