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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:  https://planplusglobal.com/

 

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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