FinaMetrica Profiler Introduction

(2:41) – SuitabilityPro: FinaMetrica Profiler™ introduces a Suitability Score™ that, combined with your professional judgment, allows you to accurately align your portfolio recommendations with your client’s Risk Tolerance, Risk Need, and Risk Capacity. The outcome is a defensible strategy that considers all the key elements that may affect the suitability of a client’s investments — initially and ongoing.

Suitability - FinaMetrica Profiler

FinaMetrica Profiler Training Videos

(2:16) – Confirm the assumptions about future market performance that you want to use in designing client portfolios (Can/US/AU Video)

(2:36) – The PJM is a powerful tool that enables you to adjust client portfolios to reflect their real-life circumstances (Can/US/AU Video)

(3:35) – Use our default portfolios or create your own for consistency and efficiency (Can/US/AU Video)

(8:14) – Add specific products when defining preferred solutions through Morningstar’s integration database, for automated suitability monitoring of products recommended in portfolio implementation. (Can/US/AU Video)

(5:41) – See how to add clients or update existing client information (Can/US/AU Video)

(5:46) – Using the Professional Judgment Matrix and your Preferred Solutions, create personalized portfolios for your clients that account for risk, time horizon and objectives (Can/US/AU Video)

(5:48) – See how to enter the personal financial data that you will use in completing your own financial plan (Can/US/AU Video)

(4:58) – Learn more about Custom Solution Implementation using ProTracker (Can/US/AU Video)

(2:11) – Aligning your client’s risk tolerance with the Suitability Score™ of each of their portfolios is at the foundation of the SuitabilityPro™ platform (Can/US/AU Video)

(3:14) – Balancing a client’s risk tolerance and return requirements also needs to account for the client’s ability to financially manage negative markets (Can/US/AU Video)

(2:56) – See how documents can be stored and accessed by you and your clients for efficiency and better communication (Can/US/AU Video)