PlanPlus Global’s SuitabilityPro™ platform generates the industry’s first scientifically-validated Suitability Score™ to give financial advisors and their clients greater confidence than ever before that recommended financial products are aligned with clients’ personal risk profiles and their financial objectives.
Risk Profiling & Investment Proposal
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PlanPlus Global is offering a COMPLIMENTARY 30-day trial of SuitabilityPro™. Your free trial will allow you to view and test the most powerful risk-profiling and investment proposal generating (FinaMetrica Profiler); financial planning (ProPlanner) and portfolio monitoring (ProTracker) software available.