Find out more about our cookies.


Where do I start? This video will show you how to create and manage clients within the FinaMetrica system.


Establish and accelerate trust: develop an in-depth understanding of your client by discussing the Risk Tolerance Report with them.


Develop suitable advice: help your client balance their investment goals with regard to their risk tolerance.

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.