Tyler Nunnally

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.

“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.