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.

PlanPlus Global’s 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.

I AM AN ADVISOR

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™

I AM AN ENTERPRISE

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

Risk Profiling & Investment Proposal

Sign Up for your COMPLIMENTARY Trial

PlanPlus Global is offering a COMPLIMENTARY 30-day trial of either (or both) SuitabilityPro™: FinaMetrica Profiler, ProPlanner (Canada only) and ProTracker. Your free trial of FinaMetrica Profiler will allow you to view and test the most powerful risk-profiling and investment proposal generating software available, while your free trial of ProPlanner will show you how you can generate comprehensive financial plans that are fully customized to clients’ circumstances and objectives.

SuitabilityPro: Trial

Contact Information

1st Advisor

Select modules for your trial...
Owner Profiler
Owner Proplanner
Owner Protracker
Your trial includes an automatic free trial of ProTracker. For details on ProTracker please click here. If you do not want to include ProTracker, please uncheck the box.

Please note that after your trial has ended you will be able to subscribe to ProTracker as an add-on to Profiler (and/or ProPlanner in Canada), for a separate subscription fee, if you want to retain the features available in ProTracker.

Eight characters minimum One lowercase letter One uppercase letter One number One special character
Other Advisors:

2nd Advisor

2 Profiler
2 ProPlanner
2 Protracker

3rd Advisor

3 Profiler
3 Proplanner
3 Protracker

4th Advisor

4 Profiler
4 Proplanner
4 Protracker

5th Advisor

5 Profiler
5 Proplanner
5 Protracker
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NOTE: FinaMetrica Profiler™ is currently available in Canada, USA, United Kingdom and Australia only.
Availability in other countries coming soon!

Looking for existing product information?  PlanPlus Planit! or FinaMetrica Risk Tolerance Profiling