PlanPlus Global
Financial Services - Toronto, Ontario, Canada
PlanPlus Global Details
PlanPlus Global, a Morningstar Company 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. PlanPlus Global offers powerful tools for financial advisors – the world's most academically validated risk profiling process, a multi award-winning financial planning system and a robust investment tracking tool that ensures investors remain suitably invested over time. Our software is relied upon by thousands of subscribers around the globe, and 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.
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