PlanPlus

About

PlanPlus Global is now part of Morningstar, combining PlanPlus Global’s risk profiling tools and advanced financial planning capabilities with Morningstar’s investment data and portfolio analytics – all toward a mission of empowering investor success through the advisor ecosystem. PlanPlus Global offers powerful tools for financial advisors – the world’s most academically validated risk profiling process, a multi award-winning financial planning system and a robust investment tracking tool that ensures investors remain suitably invested over time.Our software is relied upon by thousands of subscribers around the globe, and the FinaMetrica Risk Tolerance profiling questionnaire has the authority of more than 1.5 million tests, ongoing scientific verification and continuous re-testing to make it the most proven risk tolerance tool in the financial services industry.

Contacts

Products / Services

PlanPlus Planit software:SuitabilityPro™ platform integrates FinaMetrica’s risk tolerance profiling tools with enhanced financial planning and portfolio tracking capabilities to deliver and monitor the highest standard of advice to clients through the world’s most rigorous, academically-validated and market-proven suitability technology.Investment Policy StatementMultiple PortfoliosMorningstar Data IntegrationProduct SelectionModular Goal Based PlanningRetirement Planning using Cash Flow BasedMulti Life GoalsProgress ReviewEstate PlanningBusiness FeaturesHelp Desk: Phone, Email, or LIVE CHATLearning Circle: online training sessionsVirtual Training Program

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 16
Partnership: 0
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers...
Integrations: 21
Partnership: 0
FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors...

Partnership

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