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The SuitabilityPro™ platform integrates FinaMetrica’s risk tolerance profiling tools with enhanced financial planning and portfolio tracking capabilities 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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Power, professionalize and protect your practice

Morningstar is offering a COMPLIMENTARY 30-day trial of either (or both) SuitabilityPro™: FinaMetrica Profiler, ProPlanner (Canada only) and ProTracker. Your free trial of FinaMetrica Profiler will allow you to view and test the most powerful risk-profiling and investment proposal generating software available, while your free trial of ProPlanner will show you how you can generate comprehensive financial plans that are fully customized to clients’ circumstances and objectives.

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SuitabilityPro: Trial

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Your trial includes an automatic free trial of ProTracker. For details on ProTracker please click here (opens in a new tab). If you do not want to include ProTracker, please uncheck the box.

Please note that after your trial has ended you will be able to subscribe to ProTracker as an add-on to Profiler (and/or ProPlanner in Canada), for a separate subscription fee, if you want to retain the features available in ProTracker.

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Other Advisors:

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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FinaMetrica Profiler
World-Leading Psychometric Risk Profiling Platform
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Goal-Based Planning
ProTracker
Continuous Suitability Monitoring