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FinaMetrica Webinars

Featured Video

How To Audit A Risk Tolerance Profiling Process

Friday, February 17, 2017
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All advice givers need to conduct a 'due diligence' process to ensure their risk tolerance test and profiling system are true to label and fit for purpose. This 30 minute webinar explains what that process involves and walks you through handy due diligence worksheets.
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How to Link Risk Tolerance to Portfolio Decisions

Thursday, February 02, 2017
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Building portfolios that take risk tolerance into account is required by most regulators. Yet few people know how to map risk tolerance to an investment decision with a robust, defensible methodology. In this 30 minute webinar FinaMetrica's Paul Resnik explains how mapping portfolios unlocks benefits for the client and advisor.
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Working with FinaMetrica's Risk & Return Guides

Tuesday, January 24, 2017
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This webinar demonstrates how advisers can frame and manage their clients' investment expectations using the information in the FinaMetrica risk & return guides. Framing expectations is a key step toward ensuring clients remain invested during times of volatility, leading to better outcomes for the client and adviser.
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FinaMetrica: Latest Features (US Version)

Tuesday, April 26, 2016
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FinaMetrica: Latest Features:

- The new dashboard
- The new report
- How to upload your profile picture and logo.
- How to personalise client e-mails.
- How to set reminders for when to re-assess clients
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