PlanPlus Global’s SuitabilityPro™ for Australian Customers

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.

SuitabilityPro for Australian Customers

Please complete the form below choosing which SuitabilityPro™ modules you’d like include in your subscription. Once submitted, a Morningstar sales representative will be in contact with you to complete your order. Please note that ProPlanner is not yet available to Australian customers.
SuitabilityPro: AU Submissions

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Select modules for your trial...
Profiler
ProPlanner
ProTracker
Your trial includes an automatic free trial of ProTracker. For details on ProTracker please click here. If you do not want to include ProTracker, please uncheck the box.

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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
ProPlanner
Goal-Based Planning
ProTracker
Continuous Suitability Monitoring