Scientifically validated tool for assessing financial risk tolerance

Engaged clients remain with their advisers longer and generally offer more qualified referrals. An easy and effective method of engaging clients and building trust is by a thorough understanding of their unique financial risk tolerances.

FinaMetrica's comprehensive financial risk tolerance test gives reliable in-depth insight into your clients' financial attitudes, values, motivations, preferences and experiences. By making risk tolerance explicit and understandable, clients are more confident of the advice and committed to the planning process.
What a scientific risk profiler actually does ... Sample questionnaires and reports.

A range of benefits for advisers & clients

Improved quality of advice.  Point-of-difference in marketing.  Enhanced regulatory and common law compliance.
It's low cost, in plain English and is very user-friendly.  Clients have a better understanding of financial risk and their risk tolerance.  Confidence from using an independent, expert, third-party psychometric tool. Click for more benefits. See what others are saying about FinaMetrica.

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