Morningstar shutting down PlanPlus Global

Says profiling capabilities are now part of flagship financial software offering.

SOCIETY | January 12 2023 10:45AM
Morningstar to acquire PlanPlus Global

Morningstar Inc. announced that it has reached an agreement to acquire PlanPlus Global, a financial-planning and risk-pr…

INVESTMENT | March 03 2020 02:41PM
Paul Tyers wins the 2018 PlanPlus Canada Financial Planning Award

PlanPlus has announced Paul Tyers of Toronto as the 2018 winner of the 3rd annual PlanPlus Canada Financial Planning Awa…

SOCIETY | June 18 2018 09:45AM
Canada Financial Planning Awards competition is now open

PlanPlus has announced the launch of its third annual Canada Financial Planning Awards competition.

SOCIETY | February 27 2018 09:45AM
Jason Pereira wins PlanPlus Global Financial Planning Award

PlanPlus has announced the winners of the 2017 Global Financial Planning awards. Jason Pereira, from Toronto, placed fir…

INVESTMENT | August 25 2017 11:30AM
PlanPlus merges with FinaMetrica

PlanPlus, a Toronto-based financial planning software company, and FinaMetrica, an Australia-based company specialized i…

INVESTMENT | August 08 2017 09:45AM
PlanPlus and Ndex Systems introduce integrated solution

Ndex Systems Inc. and PlanPlus have teamed up to introduce an integrated solution to allow advisors to combine the PlanP…

LIFE INSURANCE | July 13 2017 11:30AM