FinaMetrica

FinaMetrica, the pre-eminent global provider of risk tolerance assessment tools, announced today an integration with Redtail Technology, a leading U.S. provider of client relationship management (CRM) systems for financial advisors.

The integration will allow advisors using the Redtail CRM to quickly and accurately assess a client’s risk tolerance score via both FinaMetrica’s 25 and new 12-question psychometric risk profilers. Redtail CRM users can launch FinaMetrica directly from a contact record from August 12th 2015. Joint webinar sessions will shortly be announced.

Advisor Value Enhanced Through Integration of Client and Portfolio Risk Profiles

Portfolio stress-testing expert RiXtrema and risk-profiling specialist FinaMetrica announced today they have collaborated to offer a combined end-to-end risk management solution to financial advisors. The joint offering will include FinaMetrica’s psychometric risk tolerance test and portfolio mappings services, along with RiXtrema’s instantaneous stress testing and portfolio applications to quickly modify portfolio exposures and mitigate risk.

“FinaMetrica Plus” Designed to Improve Client Relations and Help Advisors Properly Gauge Client Risk Appetite

FinaMetrica, a worldwide leading provider of risk tolerance assessment tools for financial advisors, announced today the U.S. launch of its new integrated and expanded risk profiling system, FinaMetrica Plus. The new system, which boasts a more user-friendly interface, is designed to raise the level of advisor-client engagement, help clients better understand their investments, and assist advisors in performing proper client risk assessment.

Several major advisory technology firms have formed a new partnership called FAStech, which will give participating universities free access to eight leading software technologies used by advisors.

FinaMetrica, the leader in psychometrically-based risk profiling software for financial advisors, will host two webinars in July that will help financial advisors grow their business by working more efficiently and proactively. The webinars will be conducted by Deborah Fox, CEO and Founder of Fox Financial Planning Network (FFPN).