Our Partners

PlanPlus Global is proud to partner with industry-wide associations, as well as leading commercial application distributors. Our integration into proprietary applications of numerous and varied front-line advice providers validates our capabilities to add value at any level and stage of the delivery of financial advice.

Strategic Partners

Morningstar®
Harvest Global Resources
Captus Press

Financial Planning Associations

Finicial Planning Institute
The Candain Insitute of Finanical Planners
Financial Planning Association Malaysia

Risk Profiling & Investment Proposal

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PlanPlus Global is offering a COMPLIMENTARY 30-day trial of SuitabilityPro™: FinaMetrica Profiler. Your free trial will allow you to view and test the most powerful risk-profiling and investment proposal generating software available.

SuitabilityPro™: ProTracker and SuitabilityPro™: ProPlanner will also be available for trial soon.

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