FinaMetrica has been crowned ‘Best Risk Profiling Solution’ at the 7th WealthBriefing Swiss Awards 2020.
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams, and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2019’.
“Our winner was praised for its adventurous approach to risk tolerance profiling. This encompassed a state-of-the-art tool kit which used a unique methodology to map client risk profiles and appetite. Its psychometric approach also attracted enthusiastic commentary.”