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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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Moonstone


Moonstone Information Refinery (Pty) Ltd is an independent support network for financial service providers (FSPs) and other industry stakeholders. Moonstone provides vital, practical support services to all levels of financial advisors and institutions, helping them grow their businesses and profitability through improved practice management and business enhancement.

We offer a 20% discount off our standard subscription price for Moonstone clients. Please select Moonstone under Alliance when subscribing.