Company Information

Get to know planplus inc.

Founded in 1990, PlanPlus Inc. is a technology company dedicated to developing comprehensive software solutions for the financial services industry. Its mission is to empower financial professionals with innovative tools to enhance their advisory services and streamline their operations. The company is renowned for its flagship products, including the PlanPlus Planit financial planning software and the FinaMetrica Profiler, a scientifically validated psychometric risk tolerance assessment tool. With a presence in over 30 countries, PlanPlus Inc. serves tens of thousands of advisors, enterprises, and educational institutions worldwide.

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Technology Software DevelopmentPRIMARY
Financial Other Service

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planplus inc.

Canada

Founded in

1988 (38 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.