PlanPlus Global’s SuitabilityPro™

PlanPlus Global is now part of Morningstar Our SuitabilityPro™ platform integrates FinaMetrica’s risk tolerance profiling tools with enhanced financial planning and portfolio tracking capabilities to deliver and monitor the highest standard of advice to clients through the world’s most rigorous, academically-validated and market-proven suitability technology

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

Looking for a market-proven risk-profiling and financial planning tool

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

Looking for a corporate financial advice
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.

Ron Wilkinson - Portland, Oregon, USA
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