We are pleased to offer a series of “How To” videos to provide insight and guidance as you use the features and capabilities of SuitabilityPro™ in your work with clients. These productions are “hands-on” to ensure that “what you see is what you do”.
(1:24) – Meet your Advisor Dashboard – get a real-time view of your clients, along with your portfolio and risk profile distributions across all clients
(2:16) – Confirm the assumptions about future market performance that you want to use in designing client portfolios
(2:36) – The PJM is a powerful tool that enables you to adjust client portfolios to reflect their real-life circumstances
(3:35) – Use our default portfolios or create your own for consistency and efficiency
(5:41) – See how to add clients or update existing client information
(5:46) – Using the Professional Judgment Matrix and your Preferred Solutions, create personalized portfolios for your clients that account for risk, time horizon and objectives
(2:11) – Aligning your client’s risk tolerance with the Suitability Score™ of each of their portfolios is at the foundation of the SuitabilityPro™ platform
(3:14) – Balancing a client’s risk tolerance and return requirements also needs to account for the client’s ability to financially manage negative markets
(2:56) – See how documents can be stored and accessed by you and your clients for efficiency and better communication
(2:42) – An overview of the new SuitabilityPro™ suite of products which includes FinaMetrica Profiler™ — the world’s leading client risk profiling tool; ProPlanner™ – our award-winning financial planning software, and ProTracker™ to help your clients stay on course towards their goals. SuitabilityPro™ will help you build deeper client connections by providing personalized, relevant and meaningful financial advice from start to finish.
(2:41) – SuitabilityPro: FinaMetrica Profiler™ introduces a Suitability Score™ that, combined with your professional judgment, allows you to accurately align your portfolio recommendations with your client’s Risk Tolerance, Risk Need, and Risk Capacity. The outcome is a defensible strategy that considers all the key elements that may affect the suitability of a client’s investments — initially and ongoing.
(5:03) – An overview of the new SuitabilityPro™ suite of products and an introduction to FinaMetrica Profiler™ — the world’s leading client risk profiling tool, with it’s unique Suitability Score™ calculation. Combined with your professional judgment, FinaMetrica Profiler™ enables you to have focused conversations with clients to ensure your investment recommendations are aligned with their Risk Tolerance, Risk Need, and Risk Capacity, as well as their financial objectives.