PlanPlus Global Launches New Goal-Based Planning Module at T3 Enterprise Conference in Ft. Lauderdale

PlanPlus Global Launches New Goal-Based Planning Module at T3 Enterprise Conference in Ft. Lauderdale

PlanPlus Global today at the T3 Enterprise Conference taking place in Ft. Lauderdale announced the launch of its new goal-based planning module, ProPlanner — further enhancing its powerful financial advice software solution, SuitabilityPro™. The new suite of SuitabilityPro products enable a fully integrated suitability advice process that connects an academically valid risk profiling solution with multi-award-winning financial planning software and a new, soon-to-be-released risk profiling solution that continuously works to ensure advisors’ clients remain suitably invested over time.

The new ProPlanner module of SuitabilityPro helps advisors deliver comprehensive plans that include:

• Interactive, goal-based analysis with planning alternatives modelling to see the impact of different scenarios
• Multi asset class portfolio analytics of current and targeted scenarios for easy comparison
• Taxes, benefits and pension calculations
• Tax optimization to maximize net return
• De-cumulation strategies to efficiently fund retirement
• “Value of advice” analysis to aid client communication
• Cross-border capabilities (multi-lingual and currency) to support clients with assets across multiple jurisdictions

“Compression of traditional product fees continues and regulatory pressure is increasing globally around client best interest and fiduciary standards ,” said Shawn Brayman, CEO of PlanPlus Global. “It is, therefore, more important than ever that advisors are able to deliver their services efficiently, while also evidencing that their recommendations are what is best for the client. SuitabilityPro with the FinaMetrica Profiler and the new ProPlanner modules do this elegantly and help advisors explain their value clearly.”


PlanPlus Global Inc. offers broad and deep capabilities to serve the worldwide financial advice community through leading-edge planning software and risk tolerance, financial planning and portfolio monitoring tools. More than twenty years ago, on opposite sides of the world, two men shared a passion— to give financial advisors the best tools available to ensure they were dispensing accurate and meaningful advice to their clients. The outcome of this alliance of expertise and passion is SuitabilityPro™ – a full suite of state-of-the-art software that empowers advisors and financial enterprises to deliver “tested, tried and true” counsel and investment products to their clients through a defensible suitability technology. Advisors wishing to take advantage of a free 30-day trial of the new SuitabilityPro: ProPlanner may register at

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