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 Sales Enquiries - get in touch with our regional alliance partners

PlanPlus Inc. and FinaMetrica of Australia merged into PlanPlus Global on Aug. 1, 2017.

FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships. The Toolkit™ was launched in 1998 and has since gained international recognition as the world’s best practice. It is maintained with expertise from the London School of Economics, and it’s reliability and validity is backed by over one million uses from financial advisors in over 20 countries.

Canada-based PlanPlus provides multi-currency and multi-jurisdictional financial and investment planning software for advisors and financial enterprises. PlanPlus services are built on a state-of-the-art web technology and integration platform. For the past 25 years PlanPlus has been developing software tools for personal financial and investment planning, and has become recognized around the world for its groundbreaking PlanPlus Planit software.

For sales enquiries, please email rebecca.clement@planplus.com or call +1 416 800 1181 *314

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:
+27 082 881 6159
info@ibfsa.co.za
Johannesburg, 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

Support/Teachnical Enquiries - Get in touch with our help desk

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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