PlanPlus Global Newsletter

Want to know what’s going on in our world? Check out our monthly report on PlanPlus Global’s activities, financial advice industry happenings and other items of interest to advisors, financial enterprises and consumers.

November 2019 Client Journal

We are excited this month to invite you to tour and try out the latest component in the SuitabilityPro product suite – ProPlanner… Meet The New ProPlanner ProPlanner is our newest evolution in comprehensive goal-based financial planning software and is now available for a free 30-day trial. ProPlanner builds on our well-known Planit software, to assist advisors in…

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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 and ProPlanner. 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™: ProTracker will also be available for trial soon.

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