PlanPlus Global is the evolution of a decade-long collaboration between two award-winning firms, FinaMetrica Pty Ltd. and PlanPlus Inc. In August 2017, the firms formally combined their 40 years of experience to advance the development of the industry’s first comprehensive integration of world-renowned risk tolerance profiling capability with state-of-the-art financial planning software and ongoing tracking of investment suitability.
This powerful combination will enable financial advisors, enterprises, and institutions to deliver the highest standard of advice to clients through the world’s most rigorous, academically validated and market-proven suitability technology.
Shawn Brayman, CEO from PlanPlus Global, said: “On the first anniversary of our merger, we are delighted to launch our new brand identity and reveal details of our evolutionary software suite. Our clients are increasingly being asked by regulators to “prove” they have applied their knowledge, experience, and professional judgment in selecting investments that are in the best interests of their clients. The answer has evolved into our new suitability platform. SuitabilityPro™ may be purchased as a complete suite or in modules to enable integration with other risk profiling or planning tools.”
Paul Resnik, Executive Director of PlanPlus Global states that ‘It is our overall belief that the issue of “suitability” will become increasingly important and of widespread interest among countries where financial planning and investment advisory industries are established. Consequently, we are initiating a paradigm shift in the way the financial services market views and evidence suitable advice.’
‘Our new product, SuitabilityPro™ delivers the industry’s first scientifically-validated Suitability Score™ which gives financial advisors confidence that their clients’ personal risk profiles map to their chosen portfolios.’
Inside SuitabilityPro™, subscribers will find a combination of powerful tools:
- FinaMetrica Profiler – the world-leading psychometric risk profiling solution
- Pro Planner – multi-lingual/currency/country award-winning financial planning software
- Pro Tracker – continuous portfolio monitoring to ensure investors remain suitably invested over time
Contact email@example.com for information or access to free trials.
PlanPlus Global Press Office
Mark Locke, communication director, the lang cat
T: +44(0) 131 202 5994
M: +44(0) 7718 424 711