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FinaMetrica

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4.2 out of 5 stars
3 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.2
Serving customers since
1998

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FinaMetrica Reviews

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Verified User in Financial Services
UF
Verified User in Financial Services
03/04/2022
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Decent

|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.
Michelle K.
MK
Michelle K.
President; Investment Advisor Rep; CCO; Cert. Credit & Financial Counselor; Financial Coach & Financial Storyteller
12/31/2020
Validated Reviewer
Review source: G2 invite
Incentivized Review

Risk tolerance determination made easy

|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.
Justin C.
JC
Justin C.
06/30/2020
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Academically driven and helps initiate important conversations with clients

|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

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HQ Location:
Sydney, AU

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What is FinaMetrica?

FinaMetrica, accessible at https://www.riskprofiling.com, specializes in providing comprehensive risk profiling tools designed for financial advisors and their clients. Their services are focused on enhancing the financial planning process through precise and scientifically validated risk tolerance assessments. The tools offered by FinaMetrica are crafted to foster better understanding and communication between advisors and investors, thereby assisting in making well-informed investment decisions that align with the risk preferences and financial goals of the clients. Through its platform, FinaMetrica emphasizes a deep commitment to supporting client-advisor relationships by integrating rigorous testing and research-backed methodologies into everyday financial practices.

Details

Year Founded
1998