FinaMetrica is an indispensable part of my business. I must have an objective view of the risk tolerance of my clients and prospective clients. It seems to me that FinaMetrica provides this in a state-of-the-art manner. I value the way they score each person as a percentile and not some vague term like “aggressive” or “conservative”. I also like that the test can be administered online or in paper form. I am delighted that SEI has arranged for me to be able to use this tool at a reduced cost.