FinaMetrica is a web-based Risk Profiling System which has been designed to assist investment advisers meet their investment suitability obligations. The test and supporting methodologies also provide a rich engagement with clients encouraging meaningful conversations with their advisers in relation to investment and life choices. The System comprises:
- a psychometric test of personal financial risk tolerance, comprising questionnaire and report,
- a methodology for incorporating the test results into the financial advising process, and
- unique educational materials which explain risk and return in the context of a client’s risk tolerance.
FinaMetrica’s comprehensive financial risk tolerance test gives reliable in-depth insight into your clients’ financial attitudes, values, motivations, preferences and experiences. By making risk tolerance explicit and understandable, clients are more confident of the advice and committed to the planning process.
Developed and tested in Australia over 4 years with the assistance of the University of New South Wales’ Applied Psychology Unit, the FinaMetrica system has gained international recognition as world’s best practice since its Australian launch in 1998. The FinaMetrica system offers previously unattainable levels of validity, reliability and accuracy in risk tolerance assessment.
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