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
Sign Up for your COMPLIMENTARY Trial
PlanPlus Global is offering a COMPLIMENTARY 30-day trial of SuitabilityPro™: FinaMetrica Profiler. Your free trial will allow you to view and test the most powerful risk-profiling and investment proposal generating software available.
SuitabilityPro™: ProTracker and SuitabilityPro™: ProPlanner will also be available for trial soon.