FinaMetrica
This app allows you to seamlessly launch FinaMetrica from the Intelliflo platform to register clients to complete the FinaMetrica risk tolerance questionnaire. Once completed, the risk tolerance report can be downloaded to the Intelliflo platform.
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.
The FinaMetrica Risk Tolerance Toolkit™ was launched in 1998. It was developed and trialled in Australia over four years with the assistance of the University of New South Wales. The Toolkit™ is now maintained with expertise from the London School of Economics, and has gained international recognition as world’s best practice. Its reliability and validity is backed by over one million uses by thousands of financial advisors in over 20 countries.
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.
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