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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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FinaMetrica: Latest Features (US Version)

FinaMetrica: Latest Features (US Version)

Tuesday, April 26, 2016
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FinaMetrica: Latest Features:

- The new dashboard
- The new report
- How to upload your profile picture and logo.
- How to personalise client e-mails.
- How to set reminders for when to re-assess clients