AdviserLogic signs with global risk profiling giant

Friday, 09 March 2018

Financial advisers using AdviserLogic's CRM system will now be able to assess a client's risk tolerance score following a partnership with global service provider FinaMetrica. The risk tolerance solutions provider has integrated its 25 and short 12 (soon to be 10) question psychometric risk tolerance profilers with AdvisorLogic's CRM.

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