PlanPlus Global

March 4, 2020

Morningstar to Acquire Software Provider PlanPlus Global

Morningstar, Inc., a leading provider of independent investment research, today announced it has reached an agreement to acquire PlanPlus Global, a financial-planning and risk-profiling software firm […]
October 28, 2019

PlanPlus Global Launches New Goal-Based Planning Module at T3 Enterprise Conference in Ft. Lauderdale

PlanPlus Global today at the T3 Enterprise Conference taking place in Ft. Lauderdale announced the launch of its new goal-based planning module, ProPlanner — further enhancing […]