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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 36: Best of Breed Integrations

Episode 36: Best of Breed Integrations

Wednesday, November 30, 2016
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There is a growing trend in the United States of financial advice software being built by integration with 'best-of-breed' components from specialist providers. Paul Resnik explains how FinaMetrica delivers these integration solutions.