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PlanPlus Global’s SuitabilityPro™: FinaMetrica Profiler is a new higher standard in assessing and evidencing the suitability of mapping investment products and services to investors’ needs. It is the first in a series of software developments that comprises the suite of solutions under the SuitabilityPro banner.
SuitabilityPro™: FinaMetrica Profiler is built on the foundation of FinaMetrica’s world-renowned risk tolerance toolkit over the past 20 years. It extends the FinaMetrica risk tolerance test by adding the functionality of goal planning and portfolio selection. It’s FinaMetrica – with more!
Everything you know and love about FinaMetrica is in the new Profiler — along with a whole lot more! With FinaMetrica Profiler you can now produce a comprehensive risk profile, including aspects of the client’s risk capacity and risk need. The revolution is the inclusion of the client’s portfolio (goal), which unlocks the calculations required to understand risk need and risk capacity. Bringing these three risk components together into a risk profile opens the door to an exciting range of conversational possibilities, culminating in a direct map to an investment portfolio. You get there using a ‘suitability score’.
Finametrica is the second most-used risk profiler among UK financial planners and the most liked. Among the 78% of financial planners that use risk profiling tools, 19% use Finametrica. Financial planners award Finametrica a 7.9 out of 10 on their willingness to recommend the tool to colleagues, a higher score than any other provider. Finametrica has recently merged with Plan Plus, a Canadian company with big ambitions.
PlanPlus, a Toronto, Canada-based provider of financial and investment planning software
Intelligent Office (Intelliflo)
No integrations available for Cash Flow Modelling
No integrations available for Client Portal
Margetts Fund Management