Our Awards

PlanPlus Global is delighted to have ben honored around the world with awards and commendations for our expertise, research and innovation in the areas of risk profiling, financial planning and use of technology in a financial advice environment.

Technology Awards

WealthBriefing Swiss Awards ’18 – Best Risk Profiling Solution
FinTech Business Awards ’17 – Finalist
Family Wealth Report Awards ’16 – Best Risk Profiling Solution
WealthBriefing Swiss Awards ’16 – Best Risk Profiling Solution
WealthBriefing Swiss Awards ’15 – Best Risk Profiling Solution
Family Wealth Report Awards ’14 – Best Risk Profiling Solution
WealthBriefing Asia Awards for Singapore and Hong Kong ’14 – Best Risk Profiling Solution
IBM Beacon Awards ’09 – Software as a Service – Finalist
Canadian Investment Awards ’08 – Best Use of Technology – 1^st Place (IPC)
Canadian Investment Awards ’08 – Best Use of Technology – 2^nd Place (with NBCN)
Canadian Investment Awards ’07 – Best Use of Technology – 3^rd Place (IPC)
Canadian Investment Awards ’06 – Best Use of Technology – 2^nd Place (DIME)
Canadian Investment Awards ’06 – Best Use of Technology – 3^rd
Place (PlanPlus for Students)

Research Awards

Academy of Financial Services ’16 – AFS-CFP® Board Award for Best Retirement Planning – Combining Stochastic Simulations and Actuarial Withdrawals into One Model
FPA-BE Baltimore ’16 – Best Applied Research Award – Risk Profiling in Canada & Global Best Practices research sponsored by the OSC-Investor Advisory Panel
Academy of Financial Services ’11 – Best Paper Award – Defining and Measuring Risk Capacity
PA Journal of Financial Planning ’09 – Financial Frontiers Awards – Income Replacement vs. Expense Based Insurance Needs
FPA Journal of Financial Planning ’07 – Financial Frontiers Awards – Beyond Monte Carlo Analysis Research Paper

Education and Training Awards

Canadian Investment Awards ’09 – Best New Initiative – 3^rd Place (Planipedia.org)
Canadian Investment Awards ’08 – Advisor Education – 1^st Place (IPC)
Canadian Investment Awards ’07 – Advisor Education – 1^st Place (Advice Transition Program)

Available Now

Risk Profiling &
Investment Proposal

Sign Up for your COMPLIMENTARY Trial

PlanPlus Global is offering a COMPLIMENTARY 30-day trial of SuitabilityPro™. Your free trial will allow you to view and test the most powerful risk-profiling and investment proposal generating (FinaMetrica Profiler); financial planning (ProPlanner) and portfolio monitoring (ProTracker) software available.

SuitabilityPro: Trial

If you are human, leave this field blank.

Email *

First name *

Last name *

Size of Firm

Company Name *

Phone *

Street Address

Postal/Zip Code

Suite/Unit#

City

Country *

US State *

CA Province *

AU State *

UK Country *

State/Province

Trial Length

Choose Products Trial *

Finametrica Profiler

ProPlanner

ProTracker

Trial End

Trial Start

Password *

Eight characters minimum One lowercase letter One uppercase letter One number One special character

Enter Password

Confirm Password *

Confirm Password

I have read and accept the Terms and Conditions and Privacy Policy that apply to this trial subscription. *

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

I would like to join the PlanPlus Global mailing list, see Privacy Policy