FinaMetrica
HQ Address
Suite 1703, Level 17, 227 Elizabeth Street, Sydney, 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
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, better match investment recommendations to clients’ needs or to improve communication with clients you will want to know that you are working with a market proven methodology backed by strong academic evidence.
The FinaMetrica Risk Tolerance Toolkit was launched in 1998. It was developed and trialed in Australia over four years with the assistance of the University of New South Wales. It's now maintained with expertise from the London School of Economics, and has gained international recognition as world's best practice. The Toolkit’s reliability and validity is backed by over a million uses by thousands of financial advisors in over 20 countries.
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,......
