Welcome to the 2018 AFS Annual Meeting, being held this year, in conjunction with FPA in Chicago!
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PlanPlus Global

PlanPlus Global
Empowering Suitability with Award-Winning Technology

PlanPlus Global empowers financial advisors to deliver the highest standard of advice to clients through the world’s most rigorous, academically validated and market-proven suitability technology. Our industry-leading profiling software (www.riskprofiling.com ) has produced accurate psychometric risk tolerance profiles for more than 1.4 million clients. Our multi-lingual, currency and jurisdiction financial planning software (www.planplus.com ) has enabled advisors in 30+ countries to deliver thousands of financial plans that manage client complexity from modular to high net worth. Contact sales@planplus.com for individual, multi-license or enterprise inquiries, including free trials and information on SuitabilityPro™, launching Fall 2018.