PlanPlus Global

Enable financial advisors and enterprises to deliver and monitor the highest standard of advice to clients through PlanPlus Global’s SuitabilityPro™ platform.

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Read Morningstar Director of Financial Planning, Shawn Brayman’s, recap of key 2020 academic conferences and award-winning financial planning research highlighted at these events.

Morningstar Takes A Leadership Role In Financial Planning Research Conferences - PlanPlus Global Shawn Brayman, director of financial planning methodology, Morningstar. I know not everyone would rate academic conferences as one of their must do activities, but as 2020 winds to a close, I am thrilled with the role Morningstar played in continuing traditional thought leadership and picking up the...

We're excited to share that FinaMetrica 10-question RTQ, response readout, & Suitability Score is now available in Morningstar’s Investment Planning Tool (IPT) for Advisor Workstation and through our Enterprise Components channel for integration to 3rd-party platforms.

FinaMetrica 10-Question RTQ Now Available In Morningstar's Investment Planning Tool And As A Set Of Enterprise Components - PlanPlus Global Jason Stipp, director of product management, financial planning, Morningstar. We’re happy to announce that the FinaMetrica 10-question RTQ, response readout, and Suitability Score is now available in Morningstar’s Investment Planning Tool (IPT) for Advisor Workstation as well as through our Ente...

Placing a client’s goals at its center maximizes the chance of getting both the plan right and making sure emotions are compatible over the long haul.

The Superiority of a Goals-based Approach to Risk Management and Financial Advice Jun152020 Professional financial advisors understand the importance of aligning clients’ risk tolerance with their long-term objectives. Unfortunately, the trade-off is too often an unacceptable compromise — reduce the objectives to stay within a client’s risk tolerance range or have the clien...