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:
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.