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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Right advice, from the first meeting
From the first conversation with your potential client, you can now deliver more personalised advice than ever before.
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Right advice, from the first meeting

From the first conversation with your potential client, you can now deliver more personalised advice than ever before. And that’s because FinaMetrica’s Risk Tolerance Toolkit™ lets you identify how much risk your client is willing to take.

After just 15 minutes you’ll know their risk tolerance score and how they compare to over one million other investors, letting you build a portfolio for the person or couple sitting across from you. So you’ll have happier clients over the long-term and more lifetime value for you.

Happy clients are valuable clients
Mis-framed expectations result in clients buying and selling at the wrong time, unnecessarily reducing their investment return.
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Happy clients are valuable clients

Mis-framed expectations often result in clients buying and selling at the wrong time, unnecessarily reducing their investment return. Investors that have their expectations set by the FinaMetrica Risk Tolerance Toolkit™ stay invested according to the plan and so participate in the returns that others lose.

In fact, financial advisors who use the toolkit report that they can deliver more value to their client, with more efficiency in their practice due to the reduced time spent managing client expectations. It all adds up to better advice and truly informed clients that stay with you for life.

A tick in every box
Whether you're operating to stringent regulations, or just looking to win the trust of clients faster, our Risk Tolerance Profiling has a tick in every box.
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A tick in every box

Whether you’re operating to stringent regulations, or just looking to win the trust of clients faster, our Risk Tolerance Profiling has a tick in every box.

Not only is our methodology transparent, but it meets the regulations and compliance frameworks of the 20 plus countries in which it has been used. And it’s been developed independently of a financial institution – all without a hidden agenda. So stay out of court, stress-less about compliance and get back to winning clients.

Tried and trusted
We know we're not the only toolkit out there. Look around; you'll find plenty of others that unfortunately just don't stand up to scrutiny.
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Tried and trusted

We know we’re not the only toolkit out there. Look around; you’ll find plenty of others that unfortunately just don’t stand up to scrutiny. That’s why it’s worth knowing that our toolkit’s reliability and validity is backed by over a million uses by thousands of independent financial advisors in over 20 countries.

So don’t compromise up front and leave room for upset with your clients. Other risk tests are just too, well, risky. Explore our Due Dilgence pack. 

Big data, personal understanding
FinaMetrica's Risk Tolerance Toolkit™ lets you identify how much risk your client is willing to take.
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Big data, personal understanding
FinaMetrica’s Risk Tolerance Toolkit™ lets you identify how much risk your client is willing to take.

You’ll know their risk tolerance score, risk group and how they compare to others in their group letting you connect them with advice and products for every individual.
Independent and trusted
As the only risk tolerance profile developed independent of a financial institution we can assure you that our only aim is to assist you in creating lifelong client relationships.
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Independent and trusted
As the only risk tolerance profile developed independent of a financial institution we can assure you that our only aim is to assist you in creating lifelong client relationships.

It’s why we’re trusted by the likes of thousands of financial advisors worldwide.
A tick in every box
Whether you're operating to stringent regulations, or just looking to win the trust of clients faster, our Risk Tolerance Profiling has a tick in every box.
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A tick in every box
Whether you’re operating to stringent regulations, or just looking to win the trust of clients faster, our Risk Tolerance Profiling has a tick in every box.

Not only is our methodology the only published and transparent process, but it meets the regulations and compliance frameworks of the 20 plus countries in which it has been used.
The original auto-advice
Auto-advice systems on the market are already decades behind. Our Risk Tolerance Toolkit™ is the first ever automated toolkit that integrates with platforms worldwide.
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The original auto-advice
Auto-advice systems on the market are already decades behind. Our Risk Tolerance Toolkit™ is the first ever automated toolkit that integrates with platforms worldwide. It’s why we’ve been able to complete over a million profiles to date across 20 plus countries. Explore our auto-advice solution.
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.