# FinaMetrica Reviews **Vendor:** FinaMetrica **Category:** [Financial Risk Management Software](https://www.g2.com/categories/financial-risk-management) **Average Rating:** 4.2/5.0 **Total Reviews:** 3 ## About FinaMetrica FinaMetrica provides best-of-breed psychometric assessment of personal financial risk tolerance. We give you a robust, quantitative methodology for linking risk tolerance scores to asset allocations and widely acclaimed educational materials to assist advisors in setting realistic risk and return expectations for your clients. ## FinaMetrica Reviews ### 1. Decent **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2022 **What do you like best about FinaMetrica?** 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. **What do you dislike about FinaMetrica?** 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. **What problems is FinaMetrica solving and how is that benefiting you?** Well, it's good for what it is. It helps navigate investment strategies for clients based on their tolerance. ### 2. Risk tolerance determination made easy **Rating:** 4.5/5.0 stars **Reviewed by:** Michelle K. | President; Investment Advisor Rep; CCO; Cert. Credit & Financial Health Counselor; Financial Coach, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2018 **What do you like best about FinaMetrica?** 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. **What do you dislike about FinaMetrica?** 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. **Recommendations to others considering FinaMetrica:** This software provides accurate results in an easy manner. The reports are easy to read and can be accessed remotely. If you are an advisor that is on the go, this software gives you accessibility at all times. **What problems is FinaMetrica solving and how is that benefiting you?** We have been using FinaMetrica for a while now. We started with the paper version, where we had the client complete the questionnaire, and a staff member would have to log in to enter the data. Later we were provided a client portal, which eased our workload a bit. I appreciate the ability to access the current results for each client when logging into the system. I also like how it keeps track of those "ready for review". While we have yet to attempt a bulk import/export of accounts, we found the process to complete a bulk batch a bit wonky- ### 3. Academically driven and helps initiate important conversations with clients **Rating:** 4.0/5.0 stars **Reviewed by:** Justin C. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2020 **What do you like best about FinaMetrica?** 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 **What do you dislike about FinaMetrica?** 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. **Recommendations to others considering FinaMetrica:** Thoroughly study their user guide and support section. My discomfort with certain parts of the software at first had to do with my own lack of understanding, not a lack in the system itself. **What problems is FinaMetrica solving and how is that benefiting you?** Well, as a registered investment adviser I can't even give formal investment advice without properly assessing a client's risk tolerance and risk capacity, and FinaMetrica gives me a formal, academically-driven way of doing that. I also feel like the assessment and following discussion of questions allows me to take something that is foreign and ambiguous to a client and leverage it into a discussion about actionable decisions with their portfolio. Without the questions and prompts it would be a harder discussion for clients to engage in, I think. - [View FinaMetrica pricing details and edition comparison](https://www.g2.com/products/finametrica/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+16%3A51%3A07+-0500&secure%5Bsession_id%5D=24836e01-c13c-44a3-b646-1713ce52c2fe&secure%5Btoken%5D=2e7c8cf429fc69339f7594b8eb70b9366c10abaad0837af54de89ecd5bb6973e&format=llm_user) ## FinaMetrica Features **Platform Data** - Visualization **Platform Interoperability** - Pre-Built Connectors **Platform Additional Functionality** - Dashboard - Multi-Factor Analysis - Cloud **Platform Basics** - Reporting **Agentic AI - Financial Risk Management** - Natural Language Interaction ## Top FinaMetrica Alternatives - [Creditsafe](https://www.g2.com/products/creditsafe/reviews) - 4.5/5.0 (167 reviews) - [SAS Risk Management](https://www.g2.com/products/sas-sas-risk-management/reviews) - 4.3/5.0 (92 reviews) - [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews) - 4.0/5.0 (71 reviews)