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.

Suitability - FinaMetrica Profiler

Risk Profiling &
Investment Proposal

SuitabilityPro - ProPlanner

Financial Planning

Ongoing Suitability