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

Role

Residency

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

First Name

Last Name

Organisation

Phone

Promo Code

I accept the Terms and Conditions that apply to this trial subscription.

Advisors 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).

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

Subscribe
Renew Subscription

Single or Multi?

2 years subscription gets a 7% discount

3 years subscription gets a 14% discount

For a multi-year subscription, contact us

Residency

Alliance

Years

(Years slider)

Clients

Result

$111111

First Name

Last Name

Organisation

Postal Address

State

Post/Zip Code

Trial Username

Promo Code

I Accept the terms and conditions that apply to this trial subscription

Payment icons

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).

Residency

First Name

Last Name

Organisation

Amount

Invoice Number

I Accept the terms and conditions that apply to this trial subscription

Payment icons

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.

Purchase Single Profile

Residency

Result

$111111

First Name

Last Name

Note: Once payment is confirmed, you will need to provide the details of who is completing the profile.