PlanPlus Global’s SuitabilityPro™ for Australian Customers

The SuitabilityPro™ suite of financial software enables a fully connected suitability advice process that combines the world’s most academically valid risk profiling solution with multi-award-winning financial planning software and a soon-to-be-released new portfolio monitoring tool that continuously ensures advisors’ clients remain suitably invested over time.

SuitabilityPro for Australian Customers

Please complete the form below choosing which SuitabilityPro™ modules you’d like include in your subscription. Once submitted, a Morningstar sales representative will be in contact with you to complete your order. Please note that ProPlanner is not yet available to Australian customers.
SuitabilityPro: AU Submissions


Select modules for your trial...
Your trial included an automatic free trial of ProTracker. For details on ProTracker please click here.


Eight characters minimum One lowercase letter One uppercase letter One number One special character
I have read and accept the Terms and Conditions and Privacy Policy that apply to this trial subscription.
I would like to join the PlanPlus Global mailing list

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
Sign-up for Your SuitabilityPro™ Free Trial
FinaMetrica Profiler Logo
ProPlanner Logo
ProTracker Logo
FinaMetrica Profiler
World-Leading Psychometric Risk Profiling Platform
Goal-Based Planning
Continuous Suitability Monitoring