April 2020 Client Journal

April 2020 Client Journal

We are living at the sharp end of financial planning right now. There has never been a more important time to be a financial advisor, using the processes of suitability to ensure the best possible outcomes for your clients. Many will have experienced dramatic changes in their circumstances. They need your help.

This month we update you on how to best use the tools at your fingertips in the SuitabilityPro suite, to help your clients understand the current market moves and make informed decisions

A Message from PlanPlus Global CEO

We recognize this can be a stressful time for many people and we wish you and your family both health and safety as we all learn to cope with difficulties that none of us could foresee. In recent weeks, we’ve seen the human and economic effects of COVID-19, but we’ve also seen the best of each other.

Read more here

Your Clients Need You Now

You have the tools, training, and experience to help your clients understand and work through these trying market conditions. It is time to revisit the suitability of advice at the most fundamental levels.

Read more here

Try Our SuitabilityPro™ 30-day Complimentary Trial

PlanPlus Global’s SuitabilityPro™ platform integrates FinaMetrica’s risk tolerance profiling tools with PlanPlus’ enhanced financial planning and portfolio tracking capabilities to enable financial advisors and enterprises to deliver and monitor the highest standard of advice to clients through the world’s most rigorous, academically validated and market-proven suitability technology.

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Rely on Risk Tolerance in Uncertain Times

Your clients are living through wild market gyrations and uncertain times. For most, their risk tolerance won’t have changed. However, their risk capacity may well have changed, so it’s a good time update their overall risk profile.

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How To Talk Your Clients Through the Corona Virus Crash

As advisors, we know that markets always recover after corrections – although at varying pace. But many clients will not know that about that recovery story in the detail they need to understand what is currently happening. The FinaMetrica Risk and Return Guides give you the data you need to frame clients’ investment expectations.

Read more here

Updated Assumptions and Analytics

SuitabilityPro™ default assumptions and portfolio analytics have been updated to include data up to 31st December 2019. The new assumptions are accessible under Settings > Capital Market Assumptions.

Training Sessions & Webinars

SuitabilityPro™ Training Sessions are hosted every Tuesday and Thursday from 1pm

  • Profiler: Getting Started! – Tuesday @ 1PM EST
  • ProPlanner: Getting Started! – Thursday @ 1PM EST

Register Here

PlanPlus Learning Circle

PlanPlus Learning Circle is a live training community designed to inform and educate financial professionals of recent developments of interest in financial planning and getting the most out of our financial software tools. These are mini learning sessions that run approximately 30 minutes bi-weekly. Click the link for additional information.

Register Here

I have been using FinaMetrica for over 17 years for onboarding new clients. They like the extensive value of the reports; but what we appreciate is the innovations in technology, the value of the client-facing materials and the development of the life-long client relationships as I get to really know their behavioral tendencies. FinaMetrica has assisted me in building a very successful practice and we highly recommend it for any advisor who wants to enhance the overall value of their client relationships.

Ron Wilkinson - Portland, Oregon, USA
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