PlanPlus Global News & Events

Be informed by the latest news, insights and opinions on things that matter to the financial advice industry.

PlanPlus Global Media Coverage and Press Releases

PlanPlus Global Blog

Review Investments for Suitability

What don’t we know about the financial instruments that our clients are invested in? Have any delivered any nasty surprises in the current market? Or have they behaved as anticipated? This is not a question of absolute market performance — rather, it is asking if the product has displayed the characteristics and behaviors that it…

Read more

A Message from PlanPlus Global CEO

We are all in this together We recognize this can be a stressful time for many people and we wish you and your family both health and safety as we all learn to cope with difficulties that none of us could foresee. In recent weeks, we’ve seen the human and economic effects of COVID-19, but…

Read more

Your Clients Need You Now – And You Can Help Them!

It has never been a more important time to be a financial advisor. Your clients are likely fearful and confused, while some are facing dramatic changes to their financial circumstances. They need you now – and you have the tools, training and experience to help. The economic fallout of the coronavirus is far-reaching, and plans…

Read more

Rely on Risk Tolerance in Uncertain Times

Your clients are living through wild market gyrations and uncertain times. For most, their risk tolerance won’t have changed. However, their risk capacity may well have changed, so it’s a good time update their overall risk profile. FinaMetrica has been measuring financial risk tolerance all around the world for more than 20 years, with around…

Read more

How To Talk Your Clients Through the Coronavirus Crash

Many clients will be scared and confused by the events of the past six weeks. In mid-February, global markets were poised to hit record highs. But by the end of March they’d experienced one of the quickest and steepest drops in modern memory. It’s been a wild ride. With so much bad news investors can…

Read more

PlanPlus Global Articles and Whitepapers

PlanPlus Global Events

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
I have read and accept the Terms and Conditions and Privacy Policy that apply to this trial subscription.
I would like to join the PlanPlus Global mailing list