Risk Profiling - FinaMetrica's Risk Tolerance Toolkit: Trial For Free

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.

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Create lifetime partnerships by specifically matching client’s risk tolerance to tailored investment advice.

A point-of-difference in marketing

Improve quality of advice by having better risk tolerance conversations

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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

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Non-Australian AMEX users: Please note that payment by AMEX can only be accepted in Australian dollars. At the Secure Payment Page you will need to select “Australian Dollar” from the “Choose currency” field as AMEX requires the payment to be made in AUD at today's exchange rate. Your account will be debited in the currency of your invoice calculated from the exchange rate at the time of the debit.

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.

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