PlanPlus Global’s SuitabilityPro™
SuitabilityPro™
Our decades of industry experience and state-of-the art technology will:
- Improve client engagement
- Simplify processes & reduce costs
- Fast-track opportunities for growth
- Reduce compliance & regulatory risk
- Create a better client experience
Whether you are seeking a start-to-finish application or simply want to augment something that is already working well for you, we have the technology, expertise, processes, tools, algorithms, APIs, UX…whatever you require.
Take what we have created as standalone products, such as our SuitabilityPro™ suite of risk-profiling, financial and investment planning software; or “build your own” integrated platform using our market-proven foundation.
SuitabilityPro™ Advisor Solutions
Benefits Include
- Deeper engagement with my clients
- The truth about investment risk
- Proven initial and ongoing “suitability” of client investments
- Easy-to-use Suitability Score™
SuitabilityPro™ Enterprise Solutions
solution.
Benefits Include
- Multi-country, multi-language, multi-currency use
- Scalability from robo to full-service advisor
- Customized algorithms, APIs and GUI
- Addresses regulators’ concerns about initial and ongoing suitability
I have been using FinaMetrica for over 17 years for onboarding new clients. They like the extensive value of the reports; but what we appreciate is the innovations in technology, the value of the client-facing materials and the development of the life-long client relationships as I get to really know their behavioral tendencies. FinaMetrica has assisted me in building a very successful practice and we highly recommend it for any advisor who wants to enhance the overall value of their client relationships.
