Risk Profiling & Investment Proposal
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™
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
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