PlanPlus Global has launched risk assessment software for advisers that it claims takes assessing and evidencing the suitability of mapping investment products and services to clients' needs to 'the next level'.
The FinaMetrica Profiler, the company added, would be the first in a series of developments to sit within a suite of solutions under the banner ‘SuitabilityPro'. PlanPlus Global executive director Paul Resnik said: "The suite of products will enable an end-to-end connected suitability advice process, combining the world's most academically valid risk-profiling solution with multi-lingual, multi-currency, multi-country and multi-award-winning financial planning software and a new portfolio monitoring tool that continuously ensures adviser's clients remain suitably invested over time." ...
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