SuitabilityPro: ProPlanner Tour

SuitabilityPro: ProPlanner Tour

Free trial – available now!

https://planplusglobal.com/suitabilitypro/proplanner/

 

ProPlanner is our newest evolution in comprehensive goal-based financial planning software.

ProPlanner builds on our well-known Planit software, to assist advisors in gaining better:

  • Productivity — getting clients quickly engaged in making financial decisions
  • Advice — full goals-based planning tailored to financial and emotional needs
  • Relationships — in-depth understanding of the clients’ values & priorities
  • Compliance — detailed reporting of the suitability of advice

Step 1: Engagement and Discovery

Discovering your clients’ core values and helping them sort their priorities is the critical first step toward producing a financial plan that they can ‘own’ and abide by.

After on boarding the client to the ProPlanner system, the Engagement section allows the advisor to set their clients’ individual parameters.

Step 2: Capturing Financial Data

Goals-based planning is all about what the client wants to achieve, based on their priorities and values. ProPlanner allows you to add the client’s specific goals, with the relevant details.

Assets, liabilities, portfolios, and future cash-flow projections are all captured in this stage and tied to the client’s goals.

Step 3: Developing Suitable Advice

To develop suitable advice, advisors must assess the client’s assets and liabilities, as well as income and expenses to ensure cash is available when required to meet goals. ProPlanner allows you to analyse, adjust and run scenarios on a goal-by-goal basis.

Adjustable System Settings

ProPlanner is pre-configured with default assumptions that underpin the advice process. However, they are also fully customizable to reflect your own professional judgments.

Default rates of return are based on historical real revenues for the asset class, combined with a forward-looking inflation assumption. If you wish, however, you can set your own calculation methodology, rates of return and inflation forecast.

Similarly, the system has a default assumption for income distribution, but you can enter your own preferred percentage.

Presentation and Reporting

The ProPlanner report is the heart of your communications with the client. The report details the basis of your recommendations and is fully customizable using a checklist of the system components.

A range of supplementary reports cover net worth; investment holdings; goals and objectives and other factors.

Free Trial

For a free 30-day trial of the new ProPlanner go to: https://planplusglobal.com/suitabilitypro/proplanner/

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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