Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

PlanPlus

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.

PlanPlus

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 Statement

Multiple Portfolios

Morningstar Data Integration

Product Selection

Modular Goal Based Planning

Retirement Planning using Cash Flow Based

Multi Life Goals

Progress Review

Estate Planning

Business Features

Help Desk: Phone, Email, or LIVE CHAT

Learning Circle: online training sessions

Virtual Training Program

PlanPlus

Companies that integrate with PlanPlus

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

FinaMetrica
Finametrica
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.
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.

Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

PlanPlus

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