A Message from our CEO

The PlanPlus Global team has been working hard and we are very excited by both our progress to date and what we will be announcing over the months to come.

For those of you who attended any of the conferences in the UK, Canada, US and Australia during the last quarter of 2018, where we previewed our new product suite, SuitabilityPro™, we thank you for your interest and encouragement.

SuitabilityPro™ brings together the powerful combination of FinaMetrica's acclaimed risk tolerance measurement capabilities with award-winning financial planning software from PlanPlus. The first of the family of modules in the suite, FinaMetrica Profiler, is currently in the final stages of validation and trials with Beta users and will be available as soon as testing is completed.

For existing FinaMetrica users, you probably made the initial decision to integrate FinaMetrica into your practice because you wanted to use the world 's most researched risk tolerance assessment tool with your clients. That choice enabled you to explore and know your client far more deeply than ever before through a reliable measure of their psychological tolerance. You were then able to apply your professional judgement in light of any clear variances from the norm in your client 's responses and other factors such as risk need, time horizon, risk capacity and more to arrive at an overall risk profile or Attitude to Risk.

Of course, we all know that the compliance burden continues to increase, with the result that many advisors have been obliged to hire additional staff and incur other expenses to document that they are providing suitable recommendations for their clients. You will be delighted to know that the enhanced FinaMetrica Profiler offers an expanded solution with many new features:

• A new adaptive interface that enables access and use by you or your clients on any device - very fast and easy to operate;
• The ability to continue with the risk tolerance assessment you and your clients have come to know and love; or expand it, on a fully integrated basis, to include capacity for loss, time horizon and to reflect your professional judgement in arriving at a profile - quickly and consistently;
• More robust portfolio analysis - based on full asset allocation models, integrated stochastic modeling and implementation with your solutions or mapping to existing solutions in the market - dynamic and with a new FinaMetrica Seal;
• New professional documents that clearly present your integrated proposition to your clients

And here is the really good news! The FinaMetrica Profiler module will be available to existing FinaMetrica users at the same price as today, in most major markets. All this enhanced functionality - and no price increase for most users!

We will work with all our existing integration partners to ensure current FinaMetrica users will maintain access to their existing capabilities; as well as open the door for the new capabilities. If you are part of a larger network of users, we will be in dialogue with your home office to coordinate next steps. So, if you see announcements over the next few weeks and wonder "when will I get access to these wonderful new features", rest easy and know that they are on their way.

Best wishes for 2019 and we look forward to continuing to work with you to make your practices more efficient, bulletproof, professional and profitable!

Posted: 25/02/2019 10:35:15 AM by Shawn Brayman, CEO, PlanPlus Global