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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 34: Meet miPlan - A 3.0 Robo Advisor

Episode 34: Meet miPlan - A 3.0 Robo Advisor

Tuesday, November 01, 2016
View in iTunes
miPlan is an impressive new white-label robo advisor, whose risk tolerance assessments are powered by FinaMetrica. In this episode we look inside miPlan with Shawn Brayman from PlanPlus, the creator of miPlan, and our regular guest Paul Resnik, from FinaMetrica.