SuitabilityPro™

PlanPlus Global’s SuitabilityPro™ platform generates the industry’s first scientifically-validated Suitability Score™ to give financial advisors and their clients greater confidence than ever before that recommended financial products are aligned with clients’ personal risk profiles and their financial objectives.

Suitability - FinaMetric Profiler

Risk Profiling &
Investment Proposal

Ongoing Suitability
Dashboard

Award-winning
Financial Planning

SuitabilityPro: Add on Fields V3

Add Basic Details

Please input your organization name, select the number of advisors you need your subscription to support, your country of jurisdiction and your preferred payment plan
Once selected, you can choose which SuitabilityPro™ modules you you'd like to add for each advisor.

Billing Contact will take a seat *
Advisor Email
Advisor First name
Advisor Last Name
Profiler
ProPlanner
ProPlanner+
Protracker
Cost

Advisor 1

NA
NA
$

Advisor 2

NA
NA
$

Advisor 3

NA
NA
$

Advisor 4

NA
NA
$

Advisor 5

NA
NA
$

Contact Sales

If you require SuitabilityPro for more than 5 advisors, please complete the above form and our sales department will contact you to evaluate volume discounts and enterprise support

$
$
$
10% off on Annual Subscriptions