SuitabilityPro™
FinaMetrica Profiler
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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.
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
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.
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.
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.
