PlanPrompt works with advisory firms, their product & service suppliers to ameliorate their current suitability pain points while future proofing their respective businesses. PlanPrompt is a natural extension of my work on suitability, risk profiling, platforms, financial advice & investments over the last 40 years. PlanPrompt takes into account the endless challenges & opportunities emerging as we contemplate the inevitable move of the financial services industry to the… Show more PlanPrompt works with advisory firms, their product & service suppliers to ameliorate their current suitability pain points while future proofing their respective businesses. PlanPrompt is a natural extension of my work on suitability, risk profiling, platforms, financial advice & investments over the last 40 years. PlanPrompt takes into account the endless challenges & opportunities emerging as we contemplate the inevitable move of the financial services industry to the blockchain & asset tokenisation. PlanPrompt forms a unique part of the Identity Token, the critical component in the management of Tokenised financial assets. PlanPrompt works with current technology & AI to offer next generation adaptive risk profiling. It delivers personality insights to individualise investor communication, prompt adviser conversations with clients & reduce regulatory risk. Show less

The Suitable Advice Institute promotes and advances financial advice and product sales that are suitable for the clients receiving them.

The FinaMetrica Risk Profiler helps financial advisers to deliver suitable advice, by matching investment products to an investor's goals, circumstances and personality.FinaMetrica is used in more than 23 countries, with more than 1.5 million investors psychometrically risk profiled. FinaMetrica is part of PlanPlus Global, now fully owned by Morningstar.