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PlanPlus

PlanPlus Inc. is a privately owned corporation with its Head Office located northeast of Toronto, Canada. For the past 20 years, PlanPlus Inc. has developed various software tools for use by financial institutions, professional advisors and the consuming public to perform "personal financial and investment planning". PlanPlus offers both goal-based and cash-flow based planning options to subscribing advisors. PlanPlus has become a world-recognized firm with its groundbreaking software PlanPlus Planit and industry-leading training and service offerings. PlanPlus currently has users in a dozen countries and many language options for both advisors and clients. We offer two options for FinaMetrica to PlanPlus subscribers.

1. FinaMetrica is integrated into PlanPlus software, please contact PlanPlus directly for a trial version, more information or to subscribe.

2. We offer a 10% discount off of our standard subscription price for PlanPlus users. Please select PlanPlus under Alliance when subscribing.