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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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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

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Create lifetime partnerships by specifically matching client’s risk tolerance to tailored investment advice.

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Full access to the Risk Profiling Toolkit™

Backed by training & compliance resources

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

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Note: Once payment is confirmed, you will need to provide the details of who is completing the profile.