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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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Best Practice in Financial Services - Marie Swift Interviews FinaMetrica Cofounder Geoff Davey

Friday, 01 May 2009
Categories: Audio & Video, Psychometrics, Risk Profiling

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