Purchase SuitabilityPro™

The SuitabilityPro™ suite of financial software enables a fully connected suitability advice process that combines the world’s most academically valid risk profiling solution with multi-award-winning financial planning software and a soon-to-be-released new portfolio monitoring tool that continuously ensures advisors’ clients remain suitably invested over time.

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SuitabilityPro: Add on Fields V3
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NOTE: FinaMetrica Profiler™ is currently available in Canada, USA, United Kingdom and Australia only. Availability in other countries coming soon! Looking for existing product information? PlanPlus Planit! or FinaMetrica Risk Tolerance Profiling

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
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FinaMetrica Profiler
World-Leading Psychometric Risk Profiling Platform
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Goal-Based Planning
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Continuous Suitability Monitoring