SuitabilityPro™: ProTracker

ProTracker, part of PlanPlus Global’s SuitabilityPro™ suite, is a powerful portfolio monitoring tool that continuously ensures advisors’ clients remain suitably invested over time.

SuitabilityPro - ProTracker

Protect Your Practice

with SuitabilityPro™: ProTracker™

ProTracker™ will help advisory firms ensure there are robust processes in place around the provision of ongoing advice. It will also deliver the evidence necessary for regulatory purposes, to prove an ongoing and suitable advice service has been provided.

ProTracker™, used in conjunction with PlanPlus Global’s FinaMetrica Profiler or ProPlanner tools, enables advisors and their clients to:

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    Access Morningstar’s database of stocks, funds and ETFs in your particular country (UK, US, Canada and Australia).
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    Implement a client’s investment policy at either an asset class allocation or individual security level
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    Create model portfolios or choose specific securities to include in each client’s portfolio
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    Receive daily pricing and monthly performance and allocation updates on the portfolio holdings from Morningstar
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    Monitor and track clients’ portfolio progress relative to their personal goals
ProTracker Preferred Solutions

Our SuitabilityPro™ suite of products safeguards clients and the reputations of their advisors with an end-to-end advice process that is integrated with many leading back-office suppliers.

SuitabilityPro™ combines the world’s most academically valid risk profiling solution and award-winning financial planning software with an ongoing tracking service that ensures clients are always suitably invested.

With the addition of SuitabilityPro™: ProTracker™, our software now offers advisors the best suite of tools with which to provide exceptional fiduciary-standard service now and in the future.

ProTracker POS Fact Sheet Report
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CLICK HERE to access the SuitabilityPro™: ProTracker™ USER GUIDE(s)

CLICK HERE to access videos to demonstrate SuitabilityPro™: ProTracker™

SuitabilityPro: Trial

Contact Information

1st Advisor

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ProTracker is now a part of Morningstar’s financial planning solutions in Australia, Canada (English/Français), the United Kingdom, and the United States.