Vendor
FinaMetrica
FinaMetrica provides a psychometric risk profiling system that financial advisors use to assess client risk tolerance.
Melbourne, AU
Official websiteSector footprint
One company, every side of the market
WealthThis site
FinaMetrica
FinaMetrica provides a psychometric risk profiling system that financial advisors use to assess client risk tolerance.
Capability matrix
| Capability | FinaMetrica |
|---|---|
| Proposal Generation | ● |
| Risk Tolerance | ● |
Parent organization
FinaMetrica
Founded
1998
Scale
1 sector presence