PlanPlus Global is the merged business formed by client risk profiling software provider FinaMetrica and PlanPlus Inc. FinaMetrica founder Paul Resnik has been a well known speaker in the UK for many years.
In August 2017, the firms combined 40 years of experience to invest in the development of client risk tolerance profiling solutions as well as Financial Planning software and software for the ongoing tracking of investment suitability.
Shawn Brayman, CEO of PlanPlus Global, said: “On the first anniversary of our merger, we are delighted to launch our new brand identity and reveal details of our evolutionary software suite.
“Our clients are increasingly being asked by regulators to “prove” they have applied their knowledge, experience and professional judgment in selecting investments that are in the best interests of their clients.
“The answer has evolved into our new suitability platform. SuitabilityPro may be purchased as a complete suite or in modules to enable integration with other risk profiling or planning tools.”
Paul Resnik, executive director of PlanPlus Global, said: “It is our overall belief that the issue of “suitability” will become increasingly important and of widespread interest among countries where Financial Planning and investment advisory industries are established.”
SuitabilityPro includes FinaMetrica Profiler - a psychometric risk profiling solution, Pro Planner - multi-lingual/currency/country Financial Planning software and Pro Tracker – a portfolio monitoring solution to ensure investors remain suitably invested over time.