SuitabilityPro™: ProPlanner

ProPlanner, part of PlanPlus Global’s SuitabilityPro™ suite, is for advisors who want to deliver the highest standard of financial planning advice to their clients, while demonstrating their care, professionalism and value. Available in Canada only.

SuitabilityPro - ProPlanner

Goals-based Financial Planning & Much More …

We’re raising the bar for financial planning!

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.

Professionalize your practice with ProPlanner!

SuitabilityPro Elements Meaning

Add Meaning

To Your Planning

SuitabilityPro Elements Empower

Empower Informed


SuitabilityPro Elements Deepen


Client Engagement

SuitabilityPro Elements Value

Demonstrate Value

Of Your Advice

Use ProPlanner to:

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

Detailed reports to support your compliance and regulatory requirements with:

  1. Net worth, portfolio rollup and implementation summary reports for quick overview & client presentations
  2. Detailed tax audit reports for clients who want to drill into the numbers year by year
  3. Checklists to customize each report to meet your client’s individual needs
Find out why more than 10,000 advisors in 35 countries use FinaMetrica and PlanPlus tools to power their practices!

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, ProPlanner (Canada only) and ProTracker. 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: Trial

Contact Information

1st Advisor

Select modules for your trial...
Owner Profiler
Owner Proplanner
Owner Protracker
Your trial includes an automatic free trial of ProTracker. For details on ProTracker please click here. If you do not want to include ProTracker, please uncheck the box.

Please note that after your trial has ended you will be able to subscribe to ProTracker as an add-on to Profiler (and/or ProPlanner in Canada), for a separate subscription fee, if you want to retain the features available in ProTracker.

Eight characters minimum One lowercase letter One uppercase letter One number One special character
Other Advisors:

2nd Advisor

2 Profiler
2 ProPlanner
2 Protracker

3rd Advisor

3 Profiler
3 Proplanner
3 Protracker

4th Advisor

4 Profiler
4 Proplanner
4 Protracker

5th Advisor

5 Profiler
5 Proplanner
5 Protracker
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ProPlanner is now a part of Morningstar’s financial planning solutions in Canada (English/Français).