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