FinaMetrica
HQ Address
Tower 1 Level 3/100 Barangaroo Ave, Barangaroo NSW 2000, Australia
Website Address
Business introduction
Help clients understand their risk tolerance so you can form a lifelong profitable relationship
In a few minutes, you can understand your client's risk tolerance, so you can give better advice and help them invest more, refer more and stay a client for life
On April 3, 2020, Morningstar, Inc. completed its acquisition of PlanPlus Global (a merger of PlanPlus Inc. and FinaMetrica on Aug. 1, 2017) a Canadian company with clients in 35 countries. Morningstar provides a foundation of independent investment data, research, ratings and analysis with financial planning tools that help financial professionals deepen client relationships, advise clients holistically with a full picture of their accounts, improve the efficiency of their practice, and create tailored, engaging financial and investment plans.
FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships. The Toolkit™ was launched in 1998 and has since gained international recognition as the world’s best practice. It is maintained with expertise from the London School of Economics, and it’s reliability and validity is backed by over one million uses from financial advisors in over 20 countries.
Canada-based PlanPlus provides multi-currency and multi-jurisdictional financial and investment planning software for advisors and financial enterprises. PlanPlus services are built on a state-of-the-art web technology and integration platform. For the past 25 years PlanPlus has been developing software tools for personal financial and investment planning, and has become recognized around the world for its groundbreaking PlanPlus Planit software.
FinaMetrica Solutions
Investor Profiler (Auto-Advice)
An investor profiler can be used to recommend a specific asset allocation from one or more sets of asset allocations to an individual who is investing a specific sum of money for a specific purpose - with or without input from an advisor. An investor profiler is a solution for a......
business needs
view solutionMapping Services
Map risk tolerance profiles against your portfolios to provide better information to investors – your sales team will love it. Doing this with FinaMetrica gives an empirical basis with scientific rigour that means you’ll communicate with clarity....
business needs
view solutionRisk Tolerance Toolkit
The FinaMetrica Risk Tolerance Toolkit™ helps advisors and enterprises create lifetime relationships, through better advice that results in clients who refer more, invest more and remain suitably invested through market highs and lows. No matter why you are reviewing your risk tolerance testing, be it to meet ever changing regulatory obligations,......
