FinaMetrica

FinaMetrica

FinaMetrica is an alternative Risk Profiling Questionnaire tool available for both AdviserLogic and Xplan users. It provides a psychometrically tested, robust risk profiling solution backed by Morningstar, helping advisers deliver accurate and client-focused advice.

Key Features:

  • Integrated with AdviserLogic and Xplan platforms
  • Option for 10-question or 25-question versions
    • Note 25 Questionnaire is only accessible through FinaMetrica portal (Not available on Xplan or AdviserLogic)
  • Supports advisers entering results on behalf of clients
  • Mapped to Centrepoint Risk Profiles and Asset Allocation

For pricing and more information about FinaMetrica, click here

Resources