PlanPlus and FinaMetrica merge

Combined provider of planning and risk-tolerance tools renamed PlanPlus Global.
AUG 07, 2017

PlanPlus, a Toronto, Canada-based provider of financial and investment planning software, and FinaMetrica of Sydney, Australia, which offers risk-tolerance measurement tools, have merged to create PlanPlus Global. Shawn Brayman, founder of PlanPlus, has become the CEO of the merged company, which will be based in Toronto. FinaMetrica co-founder Paul Resnik has become director of global markets. (More: Four tech tools for communicating with clients) In a release, the company said its predecessor firms collaborated for more than a decade. Its products, which include a psychometric risk-tolerance profiler, comprehensive financial planning software and a goals-based robo-adviser, are available in several languages and have more than 12,000 users in countries around the world. (More: Tech companies deploy behavioral finance tools for advisers)

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