Morningstar Acquires PlanPlus Global
March 3, 2020
Morningstar, Inc. has agreed to acquire PlanPlus Global, a Toronto-based financial-planning and risk-profiling software provider. The deal (terms undisclosed) is intended to expand Morningstar's financial-planning capabilities and integrate PlanPlus's FinaMetrica Profiler and ProPlanner products into Morningstar's advisor-facing offerings; the transaction was expected to close in the second quarter of 2020.
- Buyers
- Morningstar, Inc.
- Targets
- PlanPlus Global
- Industry
- Software
- Location
- Ontario, Canada
- Transaction Type
- Buyout
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