Karen Smith

Client Services at Planplus Global

Karen Smith's Professional Contact Details

Email (Verified)

****@planplus.com

Get Email Address

(705) 324-8001

Location

Peterborough, Ontario, Canada

Company

Planplus Global

Person Seniority

entry

Karen Smith's Current Company Details

Planplus Global

Toronto, Ontario, Canada • 25 Employees

finance

PlanPlus Inc. and FinaMetrica of Australia merged into PlanPlus Global on Aug. 1, 2017. Canada-based PlanPlus provides multi-currency and multi-jurisdictional financial and investment planning software for advisors and financial enterprises. PlanPlus services are built on a state-of-the-art web technology and integration platform. For the past 25 years PlanPlus has been developing software tools for personal financial and investment planning, and has become recognized around the world for its groundbreaking PlanPlus Planit software. FinaMetrica offers the Risk Tolerance Toolkitâ„¢ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships. The Toolkitâ„¢ was launched in 1998 and has since gained international recognition as the world's best practice. It is maintained with expertise from the London School of Economics, and it's reliability and validity is backed by over one million uses from financial advisors in over 20 countries.

Founded Year

1988

Organization Website

planplus.com

Organization Languages

English

Organization Revenue

8000

Current Technologies

postmark

gmail

google apps