FinaMetrica merges with Canadian financial planning software provider

The merger sees FinaMetrica co-founder Geoff Davey exit the business, following his retirement from executive roles in 2015. PlanPlus Global has an ambitious development plan, including the expansion of a collaborative platform that provides services from execution-only to traditional adviser driven, and exploring the potential of big-data and artificial intelligence for automating the know-your-client process. It will also continue to build planning and advice applications based on 'evidence-based' investment suitability, meaning the asset allocation within a portfolio is determined ...