FinaMetrica Wins Best Risk-Profiling Service for Advisers in the 2020 Professional Adviser Awards

FinaMetrica Wins Best Risk-Profiling Service for Advisers in the 2020 Professional Adviser Awards

FinaMetrica has been awarded the Best Risk-Profiling Service for Advisers in the 2020 Professional Adviser Awards. Thank you to our employees for your hard work, and also to all our clients for trusting in our product.

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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
Ron Wilkinson - Portland, Oregon, USA