04 June 2019
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"You will find suitable advice and better-informed investors at the point where the best technology meets the best professional judgement" - PlanPlus Global's Shawn Brayman
PlanPlus Global has launched risk assessment software for advisers that it claims takes assessing and evidencing the suitability of mapping investment products and services to clients' needs to 'the next level'.
The FinaMetrica Profiler, the company added, would be the first in a series of developments to sit within a suite of solutions under the banner ‘SuitabilityPro'. PlanPlus Global executive director Paul...
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