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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Regional Alliance Partners

Tyler is responsible for driving FinaMetrica’s business strategy in the American market. He began working in investment management in England with Oxford University spin-off consultancy, Oxford Risk Research & Analysis, Ltd. He was brought to Oxford for his entrepreneurial abilities in order to commercialise the company’s behavioural finance and risk tolerance research.

Tyler speaks often on risk-related matters at leading universities and premier industry events.  He has been interviewed by Bloomberg, Smart Money, Wall Street Journal MarketWatch, InvestmentNews, Financial Advisor IQ, WSB-TV Atlanta and WRKO Boston, amongst others, and has served as a risk consultant and expert witness in multibillion-dollar class action lawsuits in both state and U.S. federal courts.  He has directed behavioural finance and risk tolerance research studies at Oxford University, Emory University, Georgia State University, SEI Investments and Capital One.

Tyler holds a Bachelor’s degree from the University of Georgia and a Master’s degree in International Business with Distinction from the University of St Andrews in Scotland.

+1 404 320 6047
Atlanta, Georgia USA

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Roderic Rennison is FinaMetrica’s Strategic Partner in the UK. His whole career spanning more than 40 years has been spent in financial services, encompassing a variety of roles ranging from sales, sales management, strategy, product development and proposition and latterly, corporate activity together with regulatory focus. He works with FinaMetrica to provide support in the development of their activities in the UK and in particular focuses on FinaMetrica’s relationships with enterprise clients in relation to digital/”robo” advice, mapping, and suitability.

+44 (0) 7977 277416
London, UK

FCM Finanz Service GmbH vermittelt insbesondere Lizenzen und Online-Verträge über Software und Assessments für Dritte sowie Unternehmensberatung. Wir sind Partner von FinaMetrica und als solcher zuständig für die Vermarktung und Vermittlung von Dienstleistungen und Produkten von FinaMetrica in allen D-A-CH Ländern. So gehört insbesondere das Riskprofiling von FinaMetrica - ein Online-Assessment zur Erfassung der finanziellen Risikobereitschaft - zu unserem Portfolio.

Veranstaltungen der FCM Finanz Service GmbH: Wir bieten regelmäßig kostenfreie Infowebinare zum Thema „Risikoprofiling mit dem System von FinaMetrica“ an, damit Sie FinaMetrica besser kennenlernen.

+49 (0) 611 204 99 86
Wies­baden, Germany


The Institute of Behavioral Finance is an independent research and training institution aimed at the study and promotion of the behavioral finance discipline. Our mission is to add value and enhance the professional status of the investment sector in South Africa* and in so doing serving the interests of financial planners and clients.

By incorporating the work of knowledgeable researchers and academics, the Institute tries to find better explanations for investor decision-making and market anomalies that have been noted but not really explained within Southern Africa over the past couple of years.

+27 011 888 5088
Hyde Park, South Africa

*Support for South Africa, Angola, Botswana, Democratic Republic of the Congo, Lesotho, Malawi, Mauritius, Mozambique, Namibia, Seychelles, Swaziland, Tanzania, Zambia and Zimbabwe.

WikiPaisa is a collaborative effort to make money simple and life happy.

Wiki represents collaboration and Paisa is a commonly used term for money. WikiPaisa is an experiment to bring together professionals from banking, financial services and insurance (BFSI) industry, regulators, media and education providers to bring ethics at the forefront and build trust through concrete actions of serving consumers with fairness. We are committed to make financial system simple and transparent with a vision that it all finally adds-up to the well-being and happiness of individuals and society as a whole.

Mumbai, India

Get in touch

If you need to get in touch

+61 2 8668 9270

Suite 1703, Level 17, 227 Elizabeth Street, Sydney, NSW, Australia, 2000

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