FOR IMMEDIATE RELEASE
San Diego, CALIFORNIA, April 19, 2018 – PlanPlus Global, today announced a deal to offer the FinaMetrica Risk Tolerance toolkit to the independent RIAs working with Shareholders Service Group (SSG) as part of the overall SSG technology and service offerings.
Announced as part of its SSG 2018 Annual Conference, the agreement will allow independent RIAs working with SSG access to the FinaMetrica risk tolerance toolkit at a reduced price.
“At SSG, our mission is to provide independent RIAs with all of the tools they need to ensure excellent service and support for their clients,” said Dan Skiles, President. “This new relationship and preferred pricing arrangement for FinaMetrica further supports this mission as well as assists the independent RIAs with operating a more efficient business.”
“We’re delighted to add Shareholders Service Group as a US client,” said Shawn Brayman, CEO, PlanPlus Global. “Independent RIAs recognize the importance of informed client consent around investment planning, and the importance that risk profiling plays in the process. We are excited that SSG will be adding FinaMetrica to their list of high quality tools and services for the RIA’s that do business with their firm. FinaMetrica’s state-of-the-art psychometric risk tolerance tools will help independent RIA’s understand their clients better through simple questionnaires and advanced analytics, which in turn will help them build trusting and enduring client relationships.”
About PlanPlus Global Inc.
Award-Winning Financial Advice Platform and Risk Profiling Toolkit
PlanPlus Inc. and FinaMetrica Pty Ltd., two veteran and highly regarded firms, combined their 45 years of experience and formally evolved their decade-long collaboration in 2017 to become PlanPlus Global Inc.
The PlanPlus financial advice platform offers the broadest set of software tools to serve the worldwide financial advice community through our multi-lingual, multi-currency and multi-jurisdictional (taxation) financial planning software and next-gen intelligent automated financial advice solutions (robo-advisor).
The FinaMetrica psychometric risk tolerance tools enables financial institutions and advisors alike to meet the increasingly onerous KYC and ‘suitability of investments’ regulatory regimes, such as DoL (US), MiFID II (Europe) and CRM 2 (Canada).
PlanPlus Global is a recognized thought leader in the areas of financial planning and risk profiling, and our solutions are all founded on leading academic and evidence-based research, as well as industry ‘best practices’. PlanPlus Global’s solutions are used every day by thousands of financial institutions and financial advisors from more than 30 countries. For more information, visit: www.planplus.com and www.riskprofiling.com.
PlanPlus Press Contact:
Paul Resnik, Director of Global Marketing