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.

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.

SuitabilityPro: Gateway - Pre-buy data collection

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