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PlanPlus: (Finametrica): Iress Open Standard Integration

Iress People


Type: Digital Engagement


Locale: Global


Description provided by the integrator

(PlanPlus Inc. and FinaMetrica of Australia merged into PlanPlus Global.)

FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships with their clients. 


Contact details for integrator: TBA


Website for integrator:


Expected Delivery: coming soon


Activation Type: Xplan System Settings


Iress Contact: please contact your account manager if you need further assistance.

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