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FinaMetrica Profiler (Morningstar)

Willingness to recommend

3.84/5

Integrations

3.18/5

Value for money

3.65/5

Service

3.41/5
Based on 85 reviews

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About the provider

FinaMetrica Profiler leverages the power of the world’s best risk profiling tool to yield market-proven investment recommendations that “fit” every client’s unique needs and profile. Use automated portfolios or design your own and apply your professional judgement to personalize investment recommendations that are based on real-world scenarios. Produce meaningful investment policies and build client trust and confidence through understanding and collaboration.

Whatever your client’s financial objective — retirement, estate maximization, children’s education, major purchase, etc. — there is an investment portfolio that is most “suitable” for each objective. As an essential capability of FinaMetrica Risk Profiler, the Suitability Score™ provides a frame of reference for you to recommend the most appropriate portfolios, based on your knowledge of your client’s time horizon for each objective, along with their personal risk tolerance, capacity, need and composure.

Advisers and clients can jointly review outcomes from other portfolios to select one that they collaboratively believe better meets the client's particular needs and circumstances. The collaborative process is elegant, understandable, and evidence-based, resulting in a suitable and defensible recommendation.

This exciting risk profiling and portfolio planning technology helps you evidence your regulatory requirements, grow business profitably and deliver better client outcomes.

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Ownership:

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.

NextWealth analysis

Finametrica is the second most-used risk profiler among UK financial planners and the most liked. Among the 78% of financial planners that use risk profiling tools, 19% use Finametrica. Financial planners award Finametrica a 7.9 out of 10 on their willingness to recommend the tool to colleagues, a higher score than any other provider. Finametrica has recently merged with Plan Plus, a Canadian company with big ambitions.

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Integrations

Based on 85 reviews
3.18/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Other
Platform
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No integrations available for Cashflow Modelling

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Reviews

Willingness to recommend
Integrations
Value for money
Service
We use the format for risk profiling but not the actual system itself.
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
simple concept like it
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
Really good risk profiling tool but stand alone
Anonymous May 2022

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