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.

PlanPlus Global SuitabilityPro
Suitability - FinaMetric Profiler

World-Leading Psychometric Risk Profiling Platform

SuitabilityPro - ProPlanner



Continuous Suitability

Want direct-to-consumer (Robo) capability — we have it!

Suitability - FinaMetrica Profiler

SuitabilityPro™: FinaMetrica Profiler

Profiler is built on the world’s most academically-validated psychometric risk tolerance assessment, to give you confidence in delivering defensible advice to your clients.

  • Professional Judgement Matrix™
  • Investment Policy
  • Strategic Portfolio Design
  • Portfolio Suitability Score™


SuitabilityPro - ProPlanner

SuitabilityPro™: ProPlanner

ProPlanner offers the broadest set of software tools to serve the worldwide financial advice community through our multi-lingual, multi-currency and multi-jurisdictional (taxation) financial planning software and next-gen intelligent automated financial advice solutions (robo-advisor).

  • Modular or Goals-based Planning
  • Taxes, government benefits, pensions, etc.
  • Strategic Multi-asset Class Portfolios
  • Insurance Analysis
  • Multi-jurisdiction, Language & Currency


SuitabilityPro - ProTracker

SuitabilityPro™: ProTracker

ProTracker helps you ensure that recommendations remain suitable in light of market performance, changing client behaviour, needs and circumstances.

  • Monitor Portfolio Values against expected outcomes
  • Timing and life event triggers
  • Morningstar Fund, ETF & Stock Data
  • Preferred Portfolios, Approved Product Lists


Risk Profiling & Investment Proposal

Sign Up for your COMPLIMENTARY Trial

PlanPlus Global is offering a COMPLIMENTARY 30-day trial of either (or both) SuitabilityPro™: FinaMetrica Profiler, ProPlanner (Canada only) and ProTracker. Your free trial of FinaMetrica Profiler will allow you to view and test the most powerful risk-profiling and investment proposal generating software available, while your free trial of ProPlanner will show you how you can generate comprehensive financial plans that are fully customized to clients’ circumstances and objectives.

SuitabilityPro: Trial

Contact Information

1st Advisor

Select modules for your trial...
Owner Profiler
Owner Proplanner
Owner 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.

Please note that after your trial has ended you will be able to subscribe to ProTracker as an add-on to Profiler (and/or ProPlanner in Canada), for a separate subscription fee, if you want to retain the features available in ProTracker.

Eight characters minimum One lowercase letter One uppercase letter One number One special character
Other Advisors:

2nd Advisor

2 Profiler
2 ProPlanner
2 Protracker

3rd Advisor

3 Profiler
3 Proplanner
3 Protracker

4th Advisor

4 Profiler
4 Proplanner
4 Protracker

5th Advisor

5 Profiler
5 Proplanner
5 Protracker
I have read and accept the Terms and Conditions and Privacy Policy that apply to this trial subscription.
I would like to join the PlanPlus Global mailing list