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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!

Training

Profiler: Getting Started!

Join us for a live case-based session. We will walk through the entire workflow from “Adding a client” to generating an Investment Policy Statement.

Every Tuesday
Time Required: 45 mins*

ProPlanner: Getting Started!

Learn how to develop a goals-based plan for your clients in minutes and effectively communicate results based on the client’s current behaviour and model a strategy to eliminate any shortfalls

Every Thursday 
Time Required: 45 mins*

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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FinaMetrica Profiler
World-Leading Psychometric Risk Profiling Platform
ProPlanner
Goal-Based Planning
ProTracker
Continuous Suitability Monitoring