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

SuitabilityPro - ProTracker

Ongoing Suitability
Dashboard

Award-winning
Financial Planning