FinaMetrica Reviews & Product Details

I like how easy it is to use and navigate and it also seems easy to course-correct, like if you forget to link the surveys going out, you still can on return. Review collected by and hosted on G2.com.

I guess if I had to find one thing, it would be nice to have like an archive feature so that really old surveys don't clutter up the list. Review collected by and hosted on G2.com.

What I appreciate most about FinaMetrica is the convenience of use- We can email a survey link to our clients, and once completed, we receive notification of its completion. Upon logging in, we have the results immediately. Nothing more for us to do than review the results with the client, and send them a copy. I also appreciate that the algorithms used are a bit more sophisticated than other services we've reviewed, and provide a more accurate result. Review collected by and hosted on G2.com.

The only complaint I have really comes from our clients...some feel the questions are a bit difficult to understand. However, I have personally completed a questionnaire and felt all of the questions were fine. One thing that I have noticed that could use an update is the email for each client. When up for a review, it takes some digging to discover the email address used. Review collected by and hosted on G2.com.

The system itself is fairly simple and easy to use, not much to even learn. However, there is a lot of information to digest from the perspective of FinaMetrica's risk tolerance philosophy and I had to do a lot of reading/studying their material before I felt comfortable using it with a client for the first time. I do not see that as a con, however, as it essentially took me through the exercise of developing my own ideology and understanding of risk tolerance as a professional. FinaMetrica has the top reputation in the industry for Review collected by and hosted on G2.com.

The reports' design is starting to look a little bit outdated. It definitely feels smart and clean but not really modern/fresh. I think clients understand my need to use the system and actually kind of enjoy taking the assessment itself, but it would be nice to have something that looks more "cutting edge" and engaging to give to them after completing and discussing their agreed score and target allocation. Maybe some customizability in the generated PDF report, like putting written notes and commentary at the top rather than at the very bottom like an afterthought before the signature/dates would be nice. Review collected by and hosted on G2.com.