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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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PlanPlus

PlanPlus Inc. is a privately owned corporation with its Head Office located approximately 100 km northeast of Toronto, Ontario, 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 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 four languages (English, French, Spanish and Chinese). FinaMetrica is integrated into PlanPlus software, please contact PlanPlus directly for subscription details.

FinaMetrica is integrated into PlanPlus software, please contact PlanPlus directly for a trial version.