Quick Start & User Guides
Welcome to the Support area for SuitabilityPro™! You have opened your business up to a whole new level of capabilities and professionalism in the areas of risk profiling, portfolio design, financial planning and, of course, suitability of your recommendations!

Table of Contents
Quick Start & User Guides
FinaMetrica Profiler QuickStart Guide
Step-by-step instructions to help you get started with as little effort as possible.
Step-by-step instructions to help you get started with as little effort as possible.
FinaMetrica Profiler QuickStart Guide (French)
FinaMetrica Profiler + ProTracker User Guide
This comprehensive User Guide provides a solid foundation for establishing best practices.
This comprehensive User Guide provides a solid foundation for establishing best practices.
SuitabilityPro ProPlanner QuickStart Guide
Step-by-step instructions to help you get started with as little effort as possible.
Step-by-step instructions to help you get started with as little effort as possible.
SuitabilityPro ProPlanner QuickStart Guide (French)
SuitabilityPro ProPlanner + ProTracker User Guide
An introduction to the SuitabilityPro ProPlanner system so you can begin using it with as little effort as possible.
An introduction to the SuitabilityPro ProPlanner system so you can begin using it with as little effort as possible.
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
ProPlanner
Goal-Based Planning
ProTracker
Continuous Suitability Monitoring