Beyond Monte Carlo Analysis

Beyond Monte Carlo Analysis

FPA Journal

December 2007 

Our industry is filled with conflicting information. For both advisors and clients, it is almost impossible to sort out “truth” from “fiction”.

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I have been using FinaMetrica for over 17 years for onboarding new clients. They like the extensive value of the reports; but what we appreciate is the innovations in technology, the value of the client-facing materials and the development of the life-long client relationships as I get to really know their behavioral tendencies. FinaMetrica has assisted me in building a very successful practice and we highly recommend it for any advisor who wants to enhance the overall value of their client relationships.

Ron Wilkinson - Portland, Oregon, USA
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