PlanPlus Global’s 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.

Is Your Financial Advice Suitable?

Being a successful financial advisor is more complex than ever before. See how SuitabilityPro helps you remain compliant and competitive.

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SuitabilityPro™: FinaMetrica Profiler

World-leading psychometric risk profiling platform

  • Professional Judgement Matrix™
  • Investment Policy
  • Strategic Portfolio Design
  • Suitability Score™
Screen Grab Suitability Pro: FinaMetrica Profiler

SuitabilityPro™: ProPlanner

Goal-based planning.

Goal-based planning to serve the worldwide financial advice community

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

SuitabilityPro™: ProTracker

Continuous suitability monitoring

  • Monitor Portfolio Values against expected outcomes
  • Timing and life event triggers
  • Morningstar Fund, ETF & Stock Data
  • Preferred Portfolios, Approved Product Lists
Screen Grab Suitability Pro: FinaMetrica ProTracker

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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ProPlanner Logo
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FinaMetrica Profiler
World-Leading Psychometric Risk Profiling Platform
ProPlanner
Goal-Based Planning
ProTracker
Continuous Suitability Monitoring