Our Partners

We are proud to partner with industry-wide associations, as well as leading commercial application distributors. Our integration into proprietary applications of numerous and varied front-line advice providers validates our capabilities to add value at any level and stage of the delivery of financial advice.

Strategic Partners

  • Morningstar®
  • Harvest Global Resources SDN BHD
  • Catus Press

Financial Planning Associations

  • FPA® – FINANCIAL PLANNING ASSOCIATION
  • IFPs – The Canadian Institute of Financial Planners
  • FPAM – Financial Planning Association of Malaysia
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Harvest Global Resources
Captus Press
Finicial Planning Institute
The Candain Insitute of Finanical Planners

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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