PlanPlus Inc. Employee Directory
Financial ServicesOntario, Canada11-50 Employees
PlanPlus Inc. is a Canadian financial services provider based in Toronto, Ontario, formed through the 2017 merger of PlanPlus Inc. and FinaMetrica of Australia into PlanPlus Global. The company offers multi-currency and multi-jurisdictional financial and investment planning software designed for financial advisors and enterprises, supported by a web-based integration platform. Its products address personal financial and investment planning needs, with a track record spanning more than two decades and recognition for its PlanPlus Planit software. FinaMetrica contributes the Risk Tolerance Toolkit, a psychometric toolkit used by advisors to assess client risk tolerance and guide ongoing client relationships, with development input from the London School of Economics and broad usage across multiple countries. In recent years, PlanPlus Global has expanded its suite with new modules and features, including Pro Planner and other components that enhance goal-based planning and risk assessment within its advisory software ecosystem.
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