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

Avoiding Being Trampled By The Elephants In The Room

There’s a new elephant in the American financial services room, with the US$26 billion deal for Charles Schwab to buy competing broker TD Ameritrade. It’s being touted as a force to take on the national banks — and price is the key battle ground. The danger for smaller creatures is that they can end up…

Read more

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…

Read more

Why Suitability is Replacing Disclosure in Regulating Advice

New research has revealed the deep flaws in disclosure-based regulations, with examples from the US, UK, Europe and Australia showing that relying on disclosures often fails to prevent harm to consumers — and can, in some cases, actually cause them harm. Suitability in financial advice is the answer to the many problems associated with disclosure-based…

Read more

Financial Risk Tolerance vs. General Risk Tolerance

It’s tempting to equate financial risk taking with general risk taking, as it seems to make intuitive sense. But the two are not the same, and it is dangerous for advisors to treat them as if they are. There are different types, or ‘domains’, of risk. Some of the common domains in risk models include:…

Read more

Get To Know The New FinaMetrica Profiler!

FinaMetrica Profiler is part of the SuitabilityPro product suite, from PlanPlus Global. Profiler extends the FinaMetrica world-leading psychometric risk tolerance test by adding the functionality of goal planning and portfolio selection. It’s FinaMetrica – with more! Everything you know and love about FinaMetrica’s world-renowned risk tolerance measurement is in the new Profiler — along with…

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