PlanPlus Global Support

Welcome to the Support area for SuitabilityPro™! You have opened your business up to a whole new level of capabilities and professionalism in the areas of risk profiling, portfolio design, financial planning and, of course, suitability of your recommendations!

The combination of FinaMetrica’s risk profiling application and PlanPlus’ financial planning software into a single product that can be accessed at various levels presents a unique, fully integrated suite of software tools that is academically sound and validated through actual use by thousands of successful advisors around the world. While we believe that our software solutions are intuitive in their use, we recognize that people absorb information in different ways and have varying learning references. For that reason, we are delighted to offer Support in a number of formats:

  • Frequently Asked Questions (FAQs)
  • Downloadable documents
  • Quick Start Guides & Training Manuals
  • “How to” videos
  • On-line Chat
  • Help desk support
  • Email support – fps@morningstar.com

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.

Ron Wilkinson - Portland, Oregon, USA
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