x SuitabilityPro™️: FinaMetrica Profiler is now available in Canada, USA, United Kingdom and Australia.
Availability in other countries coming soon!More Info

PlanPlus Global Launches New Goal-Based Planning Module at T3 Enterprise Conference in Ft. Lauderdale

Monday, 28 October 2019

PlanPlus Global today at the T3 Enterprise Conference taking place in Ft. Lauderdale announced the launch of its new goal-based planning module, ProPlanner — further enhancing its powerful financial advice software solution, SuitabilityPro™. The new suite of SuitabilityPro products enable a fully integrated suitability advice process that connects an academically valid risk profiling solution with multi-award-winning financial planning software and a new, soon-to-be-released risk profiling solution that continuously works to ensure advisors’ clients remain suitably invested over time.

Download the PDF