Tuesday, 29 May 2018
Categories:
Account, Advice, Asset Allocation Mappings, Audio & Video, AUS Press Release, Billing, Blog, Client Registration, Client Resource, Conferences, Couples, Customisation, Development, FAQs, General, Getting Started, Hard Copy Questionnaire, Help & Support, Investments, Journal Article, Media Type, Network administration, News, Other, Press Release, Profile Due Diligence, Programming, Psychometrics, Regulation, Reporting, Resources, Risk & Return Analysis, Risk Group Descriptions, Risk Profiling, Sample Profile & Case Study, Technologies, Technology, Topics, Troubleshooting, UK Press Release, US Press Release, White Paper
FinaMetrica, part of PlanPlus Global, and Advicefront today announced an integration that enables subscribers to FinaMetrica's award winning risk profiler to issue an invitation to a client to take their risk tolerance test.
Download the PDF