SUITABILITYPRO

Computer software for generating risk profiles for individuals; Computer software for generating financial plans for individuals; Computer software for monitoring the implementation of financial plans for individuals, and for recommending strategies based on the risk profile of the individual

Personalized investment counselling; personalized risk assessment services

Software as a service (SAAS) services featuring software for generating risk profiles for individuals; Software as a service (SAAS) services featuring software for generating financial plans for individuals; Software as a service (SAAS) services featuring software for monitoring the implementation of financial plans for individuals and the performance of financial products, namely, investments, insurance, and loans, and for providing notifications and recommendations based on an analysis of monitored implementation and performance