FinaMetrica Risk Tolerance Score Mappings

FinaMetrica Risk Tolerance Score Mappings

  1. The client takes the FinaMetrica risk test the adviser reviews the report with their client
  2. The adviser maps the clients’ risk tolerance score to a specific fund in the portfolio suite
  3. The adviser tests the extent to which that fund is likely to meet their client’s needs as they fall due within their capacity for loss
  4. If it’s possible that the fund that mapped to risk tolerance may not meet the client’s financial needs or loss capacity, so the advisor will make adjustments
  5. The adviser should keep clear records of the discussion and reasons for the fund selection
  6. On a regular basis the adviser should review how well the fund continues to map to the client’s risk tolerance, financial needs, and loss capacity

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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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