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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Episode 2: Robo-Advisor Is Here

Episode 2: Robo-Advisor Is Here

Wednesday, August 19, 2015
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Nothing is bigger in financial services right now than Robo-Advisors – automated advice processes that get rid of humans completely. Depending on who you ask they are the future of profitability or the devil. So should we be excited? Afraid?  Or a bit of both?
Paul Resnik will help us decide!  Paul is from Finametrica and he’s right in the middle of the rise of the robos.  His business supplies risk tolerance tools to assist with the selection of suitable investments for financial planning clients.