Our Partners

PlanPlus Global is proud to partner with industry-wide associations, as well as leading commercial application distributors. Our integration into proprietary applications of numerous and varied front-line advice providers validates our capabilities to add value at any level and stage of the delivery of financial advice.

Strategic Partners

Morningstar®
Harvest Global Resources
Captus Press

Financial Planning Associations

Finicial Planning Institute
The Candain Insitute of Finanical Planners
Financial Planning Association Malaysia

Risk Profiling & Investment Proposal

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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.

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