A year since its inception, PlanPlus has launched a software suite that aims to help advisers meet suitability requirements.
The firm has launched SuitabilityPro, a product suite that integrates risk tolerance profiling capability along with financial planning software and ongoing tracking of investment suitability. According to PlanPlus, this combination will enable financial advisers to deliver a high standard of advice to clients. Advisers can purchase SuitabilityPro as a complete suite or in modules to enable integration with other risk-profiling or planning tools. FinaMetrica and PlanPlus formally combined to create the PlanPlus Global last August. FinaMetrica integrates risk-profiler with Intellif...
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