November 2019 Client Journal

We are excited this month to invite you to tour and try out the latest component in the SuitabilityPro product suite – ProPlanner… Meet The New ProPlanner ProPlanner is our newest evolution in comprehensive goal-based financial planning software and is now available for a free 30-day trial. ProPlanner builds on our well-known

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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