Frequently Asked Questions
Table of Contents
Frequently Asked Questions (FAQs)
How can I reset my password?
From the login screen, enter your user ID, and click “Forgot password?” link (underneath the Login button). An email with a link to reset your password will be sent to you.
Where can I find Training Material?
From any page, just click the “?” icon on the menu bar. This will take you to our Help Center where you can get answers to your questions on how to use the software.
How can I contact support for assistance?
You can reach PlanPlus Global’s support staff three ways:
1. Chat: At any time, click the “LiveChat” link on the menu bar.
2. Email: firstname.lastname@example.org
3. Phone: 1-800-601-1762
Can I brand my own firm/logo in SuitabilityPro™?
Yes. SuitabilityPro™ had been built as a fully customizable platform. With the ability to control multiple layers of customization that include assumptions, branding and client experience, advisors, firms, and financial institutions can align current business models and maintain a consistent appearance to clients and prospects.
Do you have a digital client experience where I can collaborate and share client information?
Yes. SuitabilityPro™ includes a fully brandable client portal. Advisors, firms and financial institutions can augment communications and increase collaboration by engaging client in a digital environment. You can send secure links, invite clients to complete risk assessments and share documents.
Can I recommend my own portfolios and asset allocation?
Yes. SuitabilityPro™ allows advisors, firms and financial institutions to customize and implement current allocation models, Capital Market Assumptions and portfolio recommendations into client facing documents and suitable investment recommendations. With multiple asset classes and a Morningstar feed, you can be product or allocation specific in your suitable investment recommendations.
Does SuitabilityPro™ produce an Investment Policy Statement (IPS)?
Yes. SuitabilityPro™ creates an investor profile that drives to a Suitability Score. This Suitability Score maps to the recommend portfolio. Once the target portfolio is identified, SuitabilityPro™: FinaMetrica Profiler creates an investment policy based on a single or multiple investment objectives.
Will a risk tolerance profile change over time?
Let’s do some myth-busting. We’ve been able to demonstrate that an individual’s tolerance for risk generally doesn’t change over time, even if they’ve just experienced a win or a loss, or even a major recession. In fact, FinaMetrica Risk Tolerance Test has the highest consistency of any in the measure of risk tolerance through all market conditions. So, although the market may change frequently, your client’s profile won’t.
How long will it take a client to complete the questionnaire?
The questionnaire normally takes no more than 15 minutes to complete. The insight it provides into your client’s individual risk tolerance allows you to provide stronger advice that is tailored specifically to their personal expectations.
How will existing clients react?
We’ve found that getting existing clients to complete the profile will allow you to gain a deeper trust with existing clients. Revisiting their financial portfolio and tweaking it to better suit them shows them just how dedicated you are in making sure your advice is perfect for them. The FinaMetrica Risk Profiler enables you to have these important conversations with your clients and demonstrate your extra value. It all adds up to increased client lifetime value, higher retention rates, and more referrals from all your raving clients.
Is it compliant?
The FinaMetrica Risk Profiler exceeds the regulations and compliance frameworks of the 20 countries in which it’s used. And because of our global span, we’ve been able to set the global standard for risk tolerance compliance. Our questionnaire answers all your compliance questions across 10 key areas, keeping clients happy and you out of court. This means the hard work of compliance has been done for you so you can focus your time and money on what truly matters giving great advice to your clients.
How do I trial?
You can register for a complimentary, no obligation 30-day trial with full system access and support here. Invite your clients, including couples, to do their risk tolerance test, compare their risk tolerance with their investment strategy and deepen your client engagement, improve retention, and stimulate growth in your business.