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FinaMetrica and AdviserLogic Join Forces to Offer a Simple Best Practice Risk Profiling Solution

Thursday, 08 March 2018

FinaMetrica, the pre-eminent global provider of risk tolerance assessment tools, announced today an integration with AdviserLogic, Australia, provider of cloud based client relationship management (CRM) systems for financial advisors. The integration will allow advisors using the AdviserLogic CRM to quickly and accurately assess a client’s risk tolerance score via both FinaMetrica’s 25 and short 12 (soon to be 10) question psychometric risk tolerance profilers. AdviserLogic CRM users can launch FinaMetrica directly from a contact record from January 1, 2018. Joint webinar sessions will shortly be announced.

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