Investment research provider MorningStar is set to acquire Canada-based software provider PlanPlus Global in a step to expand its financial planning capabilities.
Morningstar said it plans to add PlanPlus Global's financial planning solution tool ProPlanner to its suite of offerings in Canada, alongside continued support for its users worldwide. In addition, Morningstar will continue to offer PlanPlus Global's FinaMetrica Profiler, which allows users to test risk-profiling software, as a stand-alone risk profiling tool. It will also integrate this tool within its existing solutions including its Advisor Workstation or its Enterprise Components connections to third-party planning tools. Morningstar Canada CEO Scott Mackenzie said PlanPlus Glo...
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