SuitabilityPro™
FinaMetrica Profiler

Part of PlanPlus Global’s SuitabilityPro™ suite – FinaMetrica Profiler is the suitability solution! Built on the world’s most academically validated psychometric risk tolerance assessment, feel confident in delivering defensible advice to clients.

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Risk Profiling & Investment Proposal

We’re revolutionizing risk profiling again

FinaMetrica Profiler uses the power of the world’s best risk profiling tool to provide market-proven investment recommendations that fit clients’ needs. Produce meaningful policies and build client trust with automated portfolios or design your own investment recommendations.

Screen Grab Suitability Pro: FinaMetrica Profiler -Prefered Solutions

What is “Risk Profiling”?

Risk profiling is the process of establishing the level of financial risk clients take on in their portfolio by helping them work through their trade-offs between:

Risk Tolerance – the level of financial risk they can manage psychologically

Risk Need – the risk associated with the return required to achieve their goals

Risk Capacity – the level of financial risk they can afford to take

Clients’ risk profile is also influenced by their:

Goals & Time Horizon – length of time desired to reach their goal

Knowledge & Experience – familiarity with risk and market behavior

Risk Composure – behavior under conditions of risk

Screen Grab Suitability Pro: FinaMetrica Risk Tolerance Distribution

What’s the Suitability Score™ of your client’s portfolio?

Whatever your client’s financial objective, there is an investment portfolio most suitable for each objective. Suitability Score provides a framework to recommend portfolios based on your clients’ time horizons, personal risk tolerance, capacity, needs and composure.

Screen Grab Suitability Pro: FinaMetrica Suitability Score

How SuitabilityPro™: FinaMetrica Profiler works:

Advisors and clients can jointly review outcomes from other portfolios to select one that they collaboratively believe better meets the client’s particular needs and circumstances. The collaborative process is elegant, understandable, and evidence-based, resulting in a suitable and defensible recommendation.

What’s an acceptable Suitability Score™?

Graphically show the risk range for the solutions you recommend that your clients implement. FinaMetrica Profiler calculates the Suitability Score™ for investment portfolios so you can align your recommendations with your client’s risk tolerance.

Do your clients understand investment risk?

Illustrate the past performance of your recommended portfolios in a way your clients will instantly understand. Seeing the real-life ups and downs of the market prepares clients for the inevitable volatility they will experience over time. It also demonstrates the depth of your discussions about suitability.

Can you demonstrate your professional judgement? Employ our Professional Judgement Matrix© to highlight the improved risk/return profile of your recommended portfolio vs. what you client has initially. Use the system-generated default portfolios or design your own parameters and have them automatically displayed. This exciting new risk profiling and portfolio planning technology helps you evidence your regulatory requirements, grow business profitably and deliver better client outcomes.

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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