Pricing
Our SuitabilityPro™ platform integrates FinaMetrica’s risk tolerance profiling tools with enhanced financial planning and portfolio tracking capabilities to deliver and monitor the highest standard of advice to clients through the world’s most rigorous, academically validated and market-proven suitability technology.
Annual Subscription, paid monthly
10% DISCOUNT when making one annual payment.
Significant discounts applied to subscribing for additional modules.
Volume discounts for Enterprises.
Volume discounts for Enterprises.
SuitabilityPro™ FinaMetrica Profiler
$120 (CAD)
SuitabilityPro™ FinaMetrica Profiler
$90 (USD)
SuitabilityPro™ FinaMetrica Profiler
₤72 (GBP)
SuitabilityPro™ FinaMetrica Profiler
$120 (AUD)
per member per month for 12 months
Features Include:
- 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
SuitabilityPro™ ProPlanner*
$120 (CAD)
SuitabilityPro™ ProPlanner*
$90 (USD)
SuitabilityPro™ ProPlanner*
₤72 (GBP)
SuitabilityPro™ ProPlanner*
$120 (AUD)
per member per month for 12 months
Features Include:
- 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
SuitabilityPro™ ProTracker
$40 (CAD)
SuitabilityPro™ ProTracker
$30 (USD)
SuitabilityPro™ ProTracker
₤24 (GBP)
SuitabilityPro™ ProTracker
$40 (AUD)
per member per month for 12 months
Features Include:
- 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 on-book positions
I have been using FinaMetrica for over 17 years for onboarding new clients. They like the extensive value of the reports; but what we appreciate is the innovations in technology, the value of the client-facing materials and the development of the life-long client relationships as I get to really know their behavioral tendencies. FinaMetrica has assisted me in building a very successful practice and we highly recommend it for any advisor who wants to enhance the overall value of their client relationships.
Ron Wilkinson - Portland, Oregon, USA
Sign-up for Your SuitabilityPro™ Free Trial
FinaMetrica Profiler
World-Leading Psychometric Risk Profiling Platform
ProPlanner
Goal-Based Planning
ProTracker
Continuous Suitability Monitoring
