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