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 a whole lot more!

With FinaMetrica Profiler you can now produce a comprehensive risk profile, including aspects of the client’s risk capacity and risk need.

The revolution is the inclusion of the client’s portfolio (goal), which unlocks the calculations required to understand risk need and risk capacity.

Bringing these three risk components together into a risk profile opens the door to an exciting range of conversational possibilities, culminating in a direct map to an investment portfolio.

You get there using a ‘suitability score’.

How SuitabilityPro™: FinaMetrica Profiler Works

 

 

What’s your client’s Suitability Score?

PlanPlus Global’s SuitabilityPro™ platform generates the industry’s first scientifically-validated Suitability Score™. This gives advisors and clients greater confidence that recommended portfolios map to personal risk profiles and financial objectives

Working with suitability scores

The FinaMetrica psychometric risk tolerance test has always produced a risk tolerance score, but in the new Profiler this number is just the starting point!

The risk tolerance score is ‘adjusted’ to take into account extra factors within the Profiler, which are the:

  • Investment timeframe
  • Risk required
  • Risk capacity
  • Risk composure
  • Knowledge and experience

The algorithm starts with the risk tolerance score and then overlays the additional factors to produce a suitability score.

The suitability score can be mapped directly to investment portfolios that are appropriate for a person with that score.

Mapped investment options 

FinaMetrica Profiler’s investment component is fully customizable, allowing you to use your own model portfolios to map directly to your client’s suitability score.

This makes FinaMetrica Profiler a ‘total-solution’ for advice businesses who need to quickly progress from a smart question set to a recommended portfolio.

With FinaMetrica Profiler advisors can easily demonstrate to each client that their advice has taken into account that which is unique about them.

Delivering suitability

With FinaMetrica Profiler it becomes possible to consistently deliver suitability — even at scale, where advisors are spread across cities or countries.

Delivering suitability means that clients’ needs match the recommended portfolios and the clients have been able to give their informed consent to proceed with the advice given.

FinaMetrica Profiler is built to be the foundation of this suitability process.

What people are saying

“After testing other solutions in the market, SuitabilityPro is a step ahead of the competition. By using the Suitability Score, I can clearly illustrate to prospects why their existing portfolio isn’t right for them and why they should work with me. Conversations with existing clients are taken to the next level, no longer focused solely on their portfolio. And as you can imagine, compliance is pleased.”

 

Kristina Bates, CPA, CA, MBA, CIM®
Investment Advisor, Manulife Securities

Trial it now!

You can try the new FinaMetrica Profiler for free!

To commence your trial go to https://planplusglobal.com/suitabilitypro/suitabilitypro-free-trial/