PlanPlus Global Launches New Goal-Based Planning Module at T3 Enterprise Conference in Ft. Lauderdale

PlanPlus Global Launches New Goal-Based Planning Module at T3 Enterprise Conference in Ft. Lauderdale

PlanPlus Global today at the T3 Enterprise Conference taking place in Ft. Lauderdale announced the launch of its new goal-based planning module, ProPlanner — further enhancing its powerful financial advice software solution, SuitabilityPro™. The new suite of SuitabilityPro products enable a fully integrated suitability advice process that connects an academically valid risk profiling solution with multi-award-winning financial planning software and a new, soon-to-be-released risk profiling solution that continuously works to ensure advisors’ clients remain suitably invested over time.

Read more here.

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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