Our Awards

Technology Awards

WealthBriefing Swiss Awards ’19
Best Risk Profiling Solution

WealthBriefing Swiss Awards ’18
Best Risk Profiling Solution

FinTech Business Awards ’17
Finalist

Family Wealth Report Awards ’16
Best Risk Profiling Solution

WealthBriefing Swiss Awards ’16
Best Risk Profiling Solution

WealthBriefing Swiss Awards ’15
Best Risk Profiling Solution

Family Wealth Report Awards ’14
Best Risk Profiling Solution

WealthBriefing Asia Awards for Singapore and Hong Kong ’14
Best Risk Profiling Solution

IBM Beacon Awards ’09
Software as a Service – Finalist

Canadian Investment Awards ’08
Best Use of Technology – 1st Place (IPC)

Canadian Investment Awards ’08
Best Use of Technology – 2nd Place (with NBCN)

Canadian Investment Awards ’07
Best Use of Technology – 3rd Place (IPC)

Canadian Investment Awards ’06
Best Use of Technology – 2nd Place (DIME)

Canadian Investment Awards ’06
Best Use of Technology – 3rd

Research Awards

Academy of Financial Services ’16
AFS-CFP® Board Award for Best Retirement Planning – Combining Stochastic Simulations and Actuarial Withdrawals into One Model

FPA-BE Baltimore ’16
Best Applied Research Award – Risk Profiling in Canada & Global Best Practices research sponsored by the OSC-Investor Advisory Panel

Academy of Financial Services ’11
Best Paper Award – Defining and Measuring Risk Capacity

PA Journal of Financial Planning ’09
Financial Frontiers Awards – Income Replacement vs. Expense Based Insurance Needs

FPA Journal of Financial Planning ’07
Financial Frontiers Awards – Beyond Monte Carlo Analysis Research Paper

Education and Training Awards

Canadian Investment Awards ’09
Best New Initiative – 3rd Place (Planipedia.org)

Canadian Investment Awards ’08
Advisor Education – 1st Place (IPC)

Canadian Investment Awards ’07
Advisor Education – 1st Place (Advice Transition Program)

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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