The Company

On April 3, 2020, Morningstar, Inc. completed its acquisition of PlanPlus Global (​a merger of PlanPlus Inc. and FinaMetrica on Aug. 1, 2017) a Canadian company with clients in 35 countries. Morningstar provides a foundation of independent investment data, research, ratings and analysis with financial planning tools that help financial professionals deepen client relationships, advise clients holistically with a full picture of their accounts, improve the efficiency of their practice, and create tailored, engaging financial and investment plans.

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.

The Team

  • Nicki Potts
    Director of Product Management
    Nicki Potts
    Director of Product Management
    Nicki has over 15 years of experience in the financial services industry spanning across research and development, operations and product development.

    Through her engagement with financial professionals, researchers, and academics from around the globe, Nicki brings with her valuable insights and perspectives on risk, risk profiling and risk tolerance to deliver practical and proven solutions.

    Nicki has a background in Commerce (Finance and Information Systems), Psychology and Financial Planning.
     
  • Alan Ha
    Operations Manager
    Alan Ha
    Operations Manager
    Alan joined the FinaMetrica team in December 2002, after completing his Bachelor of Commerce (majoring in Finance and Information Systems) at the University of New South Wales. During his time at FinaMetrica, he completed various certificates in Network Administration from TAFE NSW and ultimately went on to undertake further studies at UNSW.

    In 2006, Alan completed his Master of Commerce (majoring in Strategic Value Management) with a strong focus on Intellectual Capital and Knowledge Management.

    Alan has been dubbed as the "dessert connoisseur" of the office and is known for his broad sartorial knowledge, which he frequently shares with colleagues.
  • Meseret Goodsell
    Finance Manager
    Meseret Goodsell
    Finance Manager
    Meseret joined FinaMetrica in May 2017.  She is a CPA graduate accountant with several years of experience in various industries. 
     
    Outside of work Meseret enjoys socialising, sightseeing and travelling.   

Regional Alliance Partners

FinaMetrica has regional alliances with others involved in the financial services industry in various countries. These alliances offer on the ground support for advisors seeking more information on the FinaMetrica Risk Tolerance Toolkit™.

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 sales@planplus.com or call +1 705-324-8001 x312.

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

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.

Have more questions?