Morningstar: Acquire Software Provider PlanPlus Global
- Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia
- PlanPlus Global is also a world-renowned investment and financial planning software provider
- Acquisition will expand Morningstar’s advanced financial-planning capabilities for advisors as well as risk-profiling capabilities around the world
- Reached an agreement to acquire PlanPlus Global, a financial-planning and also risk-profiling software firm based in Canada
- Morningstar shown a vision and commitment to enable basic goal planning all the way through to advanced planning for high-net-worth-focused advisors
- Morningstar plans to continue offering PlanPlus Global’s FinaMetrica Profiler as a stand-alone
