SuitabilityPro™
ProPlanner*

Deliver the highest standard of financial planning advice to clients.
*ProPlanner is currently available in Canada only.

Goals-based Financial Planning & Much More …

Driven by a powerful, award-winning engine that has been market-proven for 25 years, ProPlanner equips advisors to offer the industry’s most intelligent, comprehensive advice that aligns the personal circumstances and objectives of each client within the realities of today’s financial markets.

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Professionalize Your Practice

ProPlanner allows you to:

  • Calculate taxes, benefits & pensions so outcomes are realistic and relevant
  • Compare multi asset class portfolio analytics for current & targeted scenarios
  • Analyze inter-active goal-based objectives with planning alternatives modelling to see the impact of each variables
  • Optimize tax strategy to maximize net return
  • Develop de-cumulation strategies to efficiently fund retirement
  • Calculate Value of advice analysis to demonstrate real value of your service
  • Illustrate cross-border capabilities (multi-lingual and currency) to support clients with assets in multiple jurisdictions
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Detailed Reports

  • Net worth, portfolio rollup and implementation summary reports for quick overview & client presentations
  • Detailed tax audit reports for clients who want to drill into the numbers year by year
  • Checklists to customize each report to meet your client’s individual needs
Screen Grab Suitability Pro: ProPlanner Report

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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