PlanPlus Inc.

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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