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The SuitabilityPro™ suite of financial software enables a fully connected suitability advice process that combines the world’s most academically valid risk profiling solution with multi-award-winning financial planning software and a soon-to-be-released new portfolio monitoring tool that continuously ensures advisors’ clients remain suitably invested over time.

Risk Profiling & Investment Proposal

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PlanPlus Global is offering a COMPLIMENTARY 30-day trial of either (or both) SuitabilityPro™: FinaMetrica Profiler and ProPlanner. 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™: ProTracker will also be available for trial soon.

SuitabilityPro: Trial

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