Risk Profiling - FinaMetrica's Risk Tolerance Toolkit: Trial For Free

Complimentary 30-Day Trial

In just a few minutes, you can complete your first Risk Tolerance Profile. Try it on real clients and see the difference it makes to your conversations – you'll form deeper relationships with your clients and win them over for life.

Meet ever-growing regulatory obligations

Acquire more clients & maximise efficiency

Increase referrals from happy clients

Role

Residency *

Alliance i We have global marketing and software alliances across the Retail Financial Services industry. These alliances offer Advisors a range of benefits, including preferential pricing. View all Alliance Partners

First Name

Last Name

Organisation

Phone

Promo Code

I have read and accept the Terms and Conditions and Privacy Policy that apply to this trial subscription.

I would like to subscribe to the PlanPlus – FinaMetrica eNews to receive the latest news on risk, risk tolerance, risk profiling and suitability, see Privacy Policy.

I have selected the Alliance above to receive an associated subscription discount and I consent to the sharing of my registration information with the Alliance Partner that I have selected.

Advisors registering to trial the UK, German, Indian or South African versions should be aware that we will share the fact of their registration with our Regional Alliance Partners.

Create clients for life by having better conversations about their risk tolerance

Unlimited uses of the Risk Profiling Toolkit™

Backed by resources for training and compliance

Subscribe for unlimited access or renew your current subscription

Subscribe
Renew Subscription

Know yourself or your client better than ever before. You can complete a risk tolerance profile for you or someone else.

Purchase Single Profile