PlanPlus Global Employee Directory

Financial ServicesOntario, Canada11-50 Employees

PlanPlus Inc. and FinaMetrica of Australia merged into PlanPlus Global on Aug. 1, 2017.

Canada-based PlanPlus provides multi-currency and multi-jurisdictional financial and investment planning software for advisors and financial enterprises. PlanPlus services are built on a state-of-the-art web technology and integration platform. For the past 25 years PlanPlus has been developing software tools for personal financial and investment planning, and has become recognized around the world for its groundbreaking PlanPlus Planit software.

FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships. The Toolkit™ was launched in 1998 and has since gained international recognition as the world’s best practice. It is maintained with expertise from the London School of Economics, and it’s reliability and validity is backed by over one million uses from financial advisors in over 20 countries.

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PlanPlus Global Global Highlights

North America
29

United States Of America
15
Canada
13
Mexico
1

Europe
14

Germany
5
Republic Of North Macedonia
4
France
1
Hungary
1
Serbia
1
United Kingdom Of Great Britain And Northern Ireland
1
Croatia
1

Asia
5

Malaysia
2
Bangladesh
2
India
1

Oceania
1

Australia
1

South America
1

Venezuela
1

PlanPlus Global's Leadership

B. S.
President
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J. P.
President
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B. L.
Vp Operations
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J. P.
Chairperson And Chief Adjudicator Continuous To Present
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N. P.
Business Head – South East Asia
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Email
B. P.
Sale Manager
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Email
L. B.
Project Manager And Designer
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A. V.
Marketing Assistant
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Contact profiles from PlanPlus Global

Name

Title

Contact Info

Location

Last Update

Z. R.
Construction Engineer
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Email
Croatia
Sep 13, 2024
J. B.
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Email
CanadaOntario
Sep 17, 2024
C. P.
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Email
UNITED STATES
Mar 08, 2023
M. A.
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Email
UNITED STATES
Mar 08, 2023
M. L.
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Email
UNITED STATES
Mar 08, 2023
P. I.
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Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is PlanPlus Global known for?

PlanPlus Global was founded in 1988 operates in the Financial Services industry. The company's main headquarters is located in 411 Richmond St. East Suite 203 Toronto, ON M5A 3S5 CA; you can contact the main corporate office by phone at

+1-705-324-****

. Explore PlanPlus Global's company overview page for more information.

What is PlanPlus Global's most common email format?

PlanPlus Global employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PlanPlus Global email formats with LeadIQ.

How many employees does PlanPlus Global have currently?

PlanPlus Global has approximately 37 employees as of February 2020. These team members are located across 5 continents, including North AmericaEuropeAsia.

Who are PlanPlus Global's key employees and leadership?

As of February 2020, PlanPlus Global's key employees include:

President: B. S.
President: J. P.
Vp Operations: B. L.
Chairperson And Chief Adjudicator Continuous To Present: J. P.
Business Head – South East Asia: N. P.

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