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Regional Alliance Partners (Sales Enquiries)

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.

FinaMetrica and PlanPlus Inc. merged in August, 2017 forming PlanPlus Global. The two firms have collaborated together for over a decade, sharing a deeply-held belief that customers and providers all benefit when rigorous academic research underpins financial advice processes.

For sales enquiries, please email rebecca.clement@finametrica.com

For technical support, please call Toll-Free (Canada & US) 1-800-601-1762.

Roderic Rennison is FinaMetrica’s Strategic Partner in the UK. His whole career spanning more than 40 years has been spent in financial services, encompassing a variety of roles ranging from sales, sales management, strategy, product development and proposition and latterly, corporate activity together with regulatory focus. He works with FinaMetrica to provide support in the development of their activities in the UK and in particular focuses on FinaMetrica’s relationships with enterprise clients in relation to digital/”robo” advice, mapping, and suitability.

Contact:
+44 (0) 7977 277416
roderic.rennison@finametrica.com
London, UK

FCM Finanz Service GmbH vermittelt insbesondere Lizenzen und Online-Verträge über Software und Assessments für Dritte sowie Unternehmensberatung. Wir sind Partner von FinaMetrica und als solcher zuständig für die Vermarktung und Vermittlung von Dienstleistungen und Produkten von FinaMetrica in allen D-A-CH Ländern. So gehört insbesondere das Riskprofiling von FinaMetrica - ein Online-Assessment zur Erfassung der finanziellen Risikobereitschaft - zu unserem Portfolio.

Veranstaltungen der FCM Finanz Service GmbH: Wir bieten regelmäßig kostenfreie Infowebinare zum Thema „Risikoprofiling mit dem System von FinaMetrica“ an, damit Sie FinaMetrica besser kennenlernen.

Kontakt:
+49 (0) 611 204 99 86
kontakt@fcm-​service.de
Wies­baden, Germany

Infowebinare

The Institute of Behavioral Finance is an independent research and training institution aimed at the study and promotion of the behavioral finance discipline. Our mission is to add value and enhance the professional status of the investment sector in South Africa* and in so doing serving the interests of financial planners and clients.

By incorporating the work of knowledgeable researchers and academics, the Institute tries to find better explanations for investor decision-making and market anomalies that have been noted but not really explained within Southern Africa over the past couple of years.

Contact:
+27 011 888 5088
info@ibfsa.co.za
Hyde Park, South Africa

*Support for South Africa, Angola, Botswana, Democratic Republic of the Congo, Lesotho, Malawi, Mauritius, Mozambique, Namibia, Seychelles, Swaziland, Tanzania, Zambia and Zimbabwe.

Nayan is responsible for driving business strategy in the Indian Market.
 
Before joining FinaMetrica, He has spent nearly  18 years  in the field of BFSI Sector & Expertise in Launching new products, process implementation & have accumulated strong domain knowledge. Handled almost all financial products right from product conceptualization to Launching and promoting the products.
 
He has worked with companies like Kotak Securities Ltd, ICICI Prudential Life Insurance Co.Ltd, Standard Chartered Finance Ltd, ICICI Securities Ltd & Intellect Design Arena Ltd.
 
He is a Certified Financial Planner & holds a Bachelor Degree in Commerce from D.G Ruparel College (Mumbai) & Post Graduate Diploma in Business Management from Syndenham Institute of Management (Mumbai), with specialization in Finance.
 
He also holds a Professional Diploma in Software Technology & System Management from NIIT.
 
A resident of Mumbai City, Nayan enjoys Singing, watching movies, listening to music in different languages, learning new languages, traveling & food lover, some day he would like to own a few food trucks in different countries. 

Contact:
+91 9769114622
nayan.parmar@finametrica.com
F31 , PROFIT CENTER, MAHAVIR NAGAR,
KANDIVALI (WEST), MUMBAI - 400 067
MAHARASHTRA, INDIA

Get in touch (Support Enquiries)

If you need to get in touch

+61 2 8668 9270
support@finametrica.com

Suite 1703, Level 17, 227 Elizabeth Street, Sydney, NSW, Australia, 2000

US & Canada: 1-800-601-1762 (Toll-Free) 

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