Find out more about our cookies.

FinaMetrica Newsletter

Get our newsletter, news and updates sent directly to your e-mail address, join now.

 



Current Edition (April 2017) - FinaMetrica Is Top Ranked Risk Tolerance Tool


Welcome to our April newsletter. In this edition, we clear up some misconceptions about risk tolerance, discuss how to deal with the coming market crash and consider how much value advisors add for clients. We are also humbled to have been recognised by our users as the highest ranked risk tolerance assessment tool in the 2017 software survey.

 

View Current Edition

Subscribe to FinaMetrica

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

Complimentary Trial

  • Full system access and support.
  • No obligation, 30-day free account.
  • Test yourself and your clients.