Risk Profiling - Get Started

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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Alliance i We have global marketing and software alliances across the Retail Financial Services industry. These alliances offer Advisors a range of benefits, including preferential pricing. View all Alliance Partners

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Advisors registering to trial the UK, German, Indian or South African versions should be aware that we will share the fact of their registration with our local marketing consultants or alliance partners: for UK, The Ideas Lab; for Germany, FCM Finanz Service GmbH; for India, Nayan Pamar; and for South Africa, the Institute of Behavioral Finance (IBFSA).

Create clients for life by having better conversations about their risk tolerance

Unlimited uses of the Risk Profiling Toolkit™

Backed by resources for training and compliance

Subscribe for unlimited access or renew your current subscription

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2 years subscription gets a 7% discount

3 years subscription gets a 14% discount

For a multi-year subscription, contact us

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Advisers registering to trial the US, German or South African versions should be aware that we will share the fact of their registration with our local marketing consultants or alliance partners: for the US, Tyler D. Nunnally; for UK, The Ideas Lab; for Germany, FCM Finanz Service GmbH; and for South Africa, the Institute of Behavioral Finance (IBFSA).

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Your subscription will be processed within one working day and you'll be sent an email confirming your FinaMetrica username, Password payment and invoice details.

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.