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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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Raymond James


 

Raymond James provides exceptional service and support to entrepreneurial wealth managers and their high net worth investor clients. Our full support package provides an open architecture administration platform, client reporting, research tools and technology solutions, enabling wealth managers to meet the individual needs of their clients in the most cost effective manner.

Wealth managers working with Raymond James can access FinaMetrica’s tools at a significant discount.