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AVAILABLE NOW

$120.00 per 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

$120.00 per 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
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COMING SOON

 

 

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

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 and ProPlanner. 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™: ProTracker will also be available for trial soon.

SuitabilityPro: Trial

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5th Advisor

5 Profiler
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