Find out more about our cookies.


  • Technically better.
  • More user-friendly.
  • Better know-the-client.


  • Prove you know your client.
  • Prove you explored alternatives.
  • Prove you explained the risks.


  • Meaningful risk conversations.
  • Resolution of differences.
  • Greater client commitment.


  • FinaMetrica and Redtail join forces to offer simple best practice solution ... more.
  • Risk Tool Smackdown: FinaMetrica vs. Riskalyze. Bob Veres gives his verdict ... more.

Subscribe to FinaMetrica

  • Deepen your client relationships.
  • Obtain informed consent.
  • See your business grow.

Do Your Own Risk Tolerance Test

  • Compare yourself to others.
  • Explore investment strategies.
  • Upgrade to a full advisor trial.

feature video

  • FinaMetrica Plus Training
  • Tyler Nunnally
  • Webinar, Dec 2014.