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!

Quick Start & User Guides

FinaMetrica Profiler QuickStart Guide
Step-by-step instructions to help you get started with as little effort as possible.
 
FinaMetrica Profiler QuickStart Guide (French)
 
FinaMetrica Profiler + ProTracker User Guide
This comprehensive User Guide provides a solid foundation for establishing best practices.
 
SuitabilityPro ProPlanner QuickStart Guide
Step-by-step instructions to help you get started with as little effort as possible.
 
SuitabilityPro ProPlanner QuickStart Guide (French)
 
SuitabilityPro ProPlanner + ProTracker User Guide
An introduction to the SuitabilityPro ProPlanner system so you can begin using it with as little effort as possible.
 

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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