PlanPlus Global’s SuitabilityPro™

Financial advisors are increasingly being asked to “prove” they have applied their knowledge, experience and professional judgment in making product recommendations that are “suitable” for their clients.

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.

Add Basic Details

Please input your country of jurisdiction, followed by your organization name, your preferred payment plan and Alliance Partner (if applicable).

Please note that you will not be able to change the preferred payment plan once it is selected here.

Once selected, click “Next: Proceed to order details form” where you choose which SuitabilityPro™ modules you would like to add for each advisor on the next page.

PlanPlus Global SuitabilityPro
Suitability - FinaMetric Profiler

World-Leading Psychometric Risk Profiling Platform

SuitabilityPro - ProPlanner

Goal-Based
Planning

Product-ProTracker-600x600

Continuous Suitability
Monitoring

SuitabilityPro: Gateway - Pre-buy data collection