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.

Founded in

Canada