Find out more about our cookies.
Close
Log-In
Forgot Password?
Login
Menu
Close
Log-In
Forgot Password?
Login
AU
Australia
Austria
Canada
Germany
India
Liechtenstein
New Zealand
Republic of Ireland
South Africa
Switzerland
United Kingdom
United States
Other
Malaysia
How it Works
Get Started
Risk Services
News & Opinion
Support
Contact
Search for keywords, such as Integration, and press
enter
to search
Complimentary Trial
Subscribe/Renew
Purchase Single Profile
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
Register for a trial
Role
Financial Advisor
Student
Researcher/Educator
Residency
Please Select
Australia
Austria
Canada
Germany
India
Liechtenstein
New Zealand
Republic of Ireland
South Africa
Switzerland
United Kingdom
United States
Other
Malaysia
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
Please Select Residency
Advicefront
AdviserLogic
AICPA
Allan Gray
Ascentric
BuF-Mitglieder
Bundesverband Finanz-Planer
Bundesweite Honorarberatung
Cambridge (CIR)
Clever
Compliance Select
con.fee AG
Efficient Practice
Elite Wealth
Exclusive Private Finance
fi360
Fidelity
Financial Express
FiNet Asset Management AG
Fox Financial (FFPN)
FPAM
Fuchsstrategie
Garrett Investment Advisors
Garrett Planning Network
HonorarKonzept GmbH
IFA Centre
i-plus-a
Junxure
LPL
MacroRisk Analytics
Margetts
MLP Finanzdienstleistungen AG
MoneyGuidePro
Moonstone
Netfonds AG
Network Financial Planner
Network FP
NextGen
None (N/A)
Nucleus
OMNIMax
Orion
Paradigm
Parkland Securities
PBP
PlanPlus
Prestwood
Redtail Technology
Rixtrema
Schwab Advisor Services
SEI
Shareholders Service Group
Sigma Financial
TD Ameritrade Institutional
The Engineers of Finance
threesixty
Transact
Voyant
XYPN
ARN
First Name
Last Name
Email
Organisation
Phone
Promo Code
I accept the
Terms and Conditions
that apply to this trial subscription.
Submit
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
Regional Alliance Partners
.
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?
Single-advisor
Option 2
2 years subscription gets a
7% discount
3 years subscription gets a
14% discount
For a multi-year subscription,
contact us
Residency
Australia
Option 2
Alliance
Australia
Option 2
Years
(Years slider)
Clients
20 (for more than 20 clients, contact us)
Option 2
Result
$111111
First Name
Last Name
Email
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
Pay At WorldPay
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
Australia
Option 2
First Name
Last Name
Email
Organisation
Amount
Invoice Number
I Accept the terms and conditions that apply to this trial subscription
Payment icons
Pay at worldpay
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.
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).
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
Australia
Option 2
Result
$111111
First Name
Last Name
Email
Get Started
Note: Once payment is confirmed, you will need to provide the details of who is completing the profile.