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Finametrica

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.

Website

https://www.riskprofiling.com/

Contacts

support@finametrica.com

https://www.facebook.com/finametrica/

https://www.linkedin.com/company/finametrica-pty-limited/

FinaMetrica
  • Risk Tolerance Toolkit
  • Mapping Services
  • Investor Profiler (Auto-Advice)
  • Descriptors
FinaMetrica

Companies that integrate with FinaMetrica

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Advicefront
Advicefront
Advicefront provides Financial Advisers and their clients with an advice platform, which combines algorithmic investing with the human side of financial advice.
#Financial Planning #Risk Profiling #Investment Research
BT Wealth Management
BT Wealth Management
BT Wealth Management is an independent, fee-only Registered Investment Advisor that provides investment management, consulting, and financial planning services to high-net-worth individuals and families.
#Portfolio Management #Financial Planning
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Financial Planning #Portfolio Management #Retirement Planning
EBI Portfolios
EBI Portfolios
EBI Portfolios are a Turnkey Asset Management Provider (TAMP) based in the West Midlands. It specialises in Evidence-based Investing and delivers both traditional and technology-centric support services to its global network of Financial Advisers.
#Portfolio Management #Analytics #Investment Research
EliteWealth
Elite Wealth
Elite Wealth Advisors Ltd, a trusted and well diversified financial services company, deals in Broking, Financial Planning, PMS, Realty & Insurance.
#Broker-Dealer Platforms
Enhance Investor
Enhance Investor
Enhance Investor have created a solution that inables IFAs to provide clients with a real value add and go a long way towards eliminating investment advice risk.
#Financial Planning #CRM #Portfolio Management #Risk Profiling
FE fundinfo
FE fundinfo
FE fundinfo is a global fund data and technology leader. We facilitate better, more efficient investing by connecting fund managers and fund distributors and enabling them to share and act on trusted information.
#Account Aggregation
Fi360
Fi360 | Broadridge
Fi360 provides fiduciary-centric software tools, data analytics, and educational programs to financial advisors.
#Investment Research #Analytics
Envestnet
Finance Logix | Envestnet
Finance Logix provides leading-edge financial planning and wealth management software solutions to banks, broker-dealers and RIA firms.
#Financial Planning
Intelliflo
Intelliflo
Intelliflo has been providing information technology services to financial services companies since its formation in 2004.
#Analytics
MacroRisk Analytics
MacroRisk Analytics
MacroRisk Analytics is a risk management platform that allows financial advisors to see the affect that the economy has on the price of assets in their clients’ portfolios.
#Analytics #Risk Profiling #Portfolio Management #Investment Research #Portfolio Reporting
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Portfolio Management #Risk Profiling #Investment Research #Retirement Planning #Portfolio Reporting #Tax Planning
MoneyGuide | Envestnet
MoneyGuidePro | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Risk Profiling #Portfolio Management #Investment Research #Retirement Planning #Portfolio Reporting #Tax Planning
OMNIMax
OMNIMax
OMNIMax is an independent developer of cloud-based advice software and solutions, offering the latest in advisor and client interaction online.
#Financial Planning
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
PlanPlus
PlanPlus
PlanPlus Inc. is a World Class Financial Planning Software and Training for financial institutions and professional advisors.
#Financial Planning #Analytics #Portfolio Accounting #Risk Profiling #Portfolio Management #Risk Management
Practifi
Practifi
Practifi is the new benchmark for CRM-based systems in financial advice.
#CRM #Analytics #Broker-Dealer Platforms #Marketing
Prestwood Software
Prestwood Software
The UK's market-leading cashflow modelling software for professional Financial Planners. Provided by Prestwood Software Limited, Truth is designed by Financial Planners for Financial Planners.
#Financial Planning #College Planning #Retirement Planning
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
RiXtrema
RiXtrema
Larkspur-RiXtrema is fiduciary database and an analytics engine for advisors who work with retirement plans and rollovers.
#Retirement Planning #Analytics #Financial Planning #Risk Profiling
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
#Custodian #College Planning #Financial Planning #Portfolio Management #Trading #Investment Research #Retirement Planning
Tilney
Tilney (Towry)
Tilney is a leading UK investment and financial planning group that builds on a heritage of more than 180 years.
#Financial Planning #Portfolio Management
Voyant
Voyant
Voyant develops collaborative financial planning and wealth management software for Advisers and their clients.
#Financial Planning #College Planning #Retirement Planning #Tax Planning

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