Risk Profiling & Investment Proposal
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.
Ongoing Suitability
Dashboard
Award-winning
Financial Planning
Want direct-to-consumer (Robo) capability — we have it!
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™
AVAILABLE NOW!
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
COMING SOON!
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
AVAILABLE NOW!
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 and ProPlanner. 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™: ProTracker will also be available for trial soon.