Quick Start & User Guides
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!
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Quick Start & User Guides
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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