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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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Meet miPlanPlus - A 3.0 Robo Advisor (Re-Broadcast)

Meet miPlanPlus - A 3.0 Robo Advisor (Re-Broadcast)

Wednesday, July 26, 2017
View in iTunes
miPlanPlus is an impressive new white-label robo advisor, whose risk tolerance assessments are powered by FinaMetrica. In this episode we look inside miPlanPlus with Shawn Brayman from PlanPlus, the creator of miPlanPlus, and our regular guest Paul Resnik, from FinaMetrica. (First broadcast November 2016).