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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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MacroRisk Analytics


MacroRisk Analytics specializes in the measurement and management of macroeconomic and investment risk. A wide range of practical tools help users understand and document the impact of the economy on investments. In particular, the MacroRisk Risk Tolerance Correspondence Score (RTCS) tools document the relationship between investor risk tolerance and assets and portfolios. These tools pinpoint how the choice of assets and the weighting of these assets in a portfolio impact the portfolio’s riskiness. Easy to understand reporting helps advisors communicate with clients and construct portfolios to better meet their needs.

We offer a 10% discount off our standard subscription price for MacroRisk users. Please select MacroRisk under Alliance when subscribing.