The FinaMetrica risk profiling system is a low-cost, quick and user-friendly way to gain a more insightful understanding (in plain English) of your clients' financial risk tolerance - attitudes, values, motivations, preferences and experiences - and to meet common and statutory law know-the-client and duty-of-care obligations.
FinaMetrica
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November 25, 2010
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FinaMetrica is a web-based Risk Profiling System which comprises: • a psychometric test of personal financial risk tolerance, comprising questionnaire and report, • a methodology for incorporating the test results into the financial advising process, and • unique educational materials which explain risk and return in the context of a client’s risk tolerance. By making risk tolerance explicit and understandable, clients are more confident of the advice and committed to the planning process.
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