Risk Profiling

Technology Firms Join Forces to Give Tomorrow’s Advisors Free Access to Core Advisory Software

Submitted by Technology Tools for Today on August 30th, 2013

Chad Blythe
CRM
customer relationship management
document management
Ed Beggs
FAStech
FinaMetrica
financial planning
investment policy statement
IPS AdvisorPro
Laserfiche
mobile forms-filling
MoneyGuidePro
Orion Advisor Services
portfolio management
rebalancing
Risk Profiling
technology
tRx

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 Webinars Feature Deborah Fox on "Growing Your Business"

Submitted by Technology Tools for Today on July 15th, 2013

Deborah Fox
FinaMetrica
Fox Financial Planning
Geoff Davey
Risk Profiling
Risk Tolerance
technology

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).