Pricing

AVAILABLE NOW

$90 (USD) / member / month for 12 months
Suitability - FinaMetrica Profiler
  • Psychometric – risk tolerance tests
  • Know Your Client (KYC) assessment
  • Professional Judgement Matrix (PJM) that combines all factors to generate a Suitability Score for each client
  • Dynamic risk capacity analysis
  • Client suitability report
  • Client portal and document vault
BUY NOW

AVAILABLE NOW*

$90 (USD) / member / month for 12 months
SuitabilityPro - ProPlanner
  • Modular goal planning
  • Know Your Client (KYC) assessment
  • Liability and debt management
  • Taxes, pensions, government benefits, account ta wrapper rules for single goal analysis
  • Strategic multiple asset classes with projections using your capital market assumptions
  • Stochastic modeling to estimate probability of outcomes
BUY NOW

AVAILABLE NOW

$30 (USD) / member / month for 12 months
SuitabilityPro - ProTracker
  • Morningstar data of funds, ETFs and stocks
  • Compliance approved workflow
  • Preferred portfolios and approved product lists mapped to Suitability Scores
  • Investments, savings, annuities and insurance recommendations
  • Integration to back office systems for continuous updates of onbook positions
BUY NOW

*Available in Canada only

Annual Subscription, paid monthly

10% DISCOUNT when making one annual payment.

Significant discounts applied to subscribing for additional modules. Volume discounts for Enterprises.

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.

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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
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