FinaMetrica
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FinaMetrica risk profiling system
FinaMetrica is the risk tolerance assessment tool of choice for more than 3,000 leading advisers and banks around the world. Launched in the UK in 2004, many leading IFAs are already FinaMetrica subscribers.
The system is made up of a psychometric test of personal financial risk tolerance and an accompanying methodology for incorporating the test results into the financial planning process. Unique educational resources explain risk and return in the context of the client’s risk tolerance. You can view a sample questionnaire and client report or undertake a test yourself to determine your own risk profile by clicking the links.
The FinaMetrica risk profiling system delivers a range of benefits to both adviser and client:
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It's low cost, in plain English and is user friendly
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Differentiates you from other IFAs
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Improved quality of advice
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Enhanced regulatory and common law compliance
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Improved clients' understanding of financial risk and themselves
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Confidence from using an independent, expert third-party psychometric tool
If you would like to see more of the FinaMetrica tool then take the free 30-day trial. Helped by FinaMetrica’s highly regarded supporting educational materials you will be fully prepared to introduce the risk tolerance assessment and portfolio recommendation methodology into your practice.
Ascentric have negotiated a 10% reduction on FinaMetrica’s annual licence fee (per adviser) to £536, a saving of almost £60.
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