Finametrica - INSART

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Finametrica

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About

FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships. The Toolkit™ was launched in 1998 and has since gained international recognition as the world’s best practice. It is maintained with expertise from the London School of Economics, and it’s reliability and validity is backed by over one million uses from financial advisors in over 20 countries.

Contacts

https://www.riskprofiling.com/

support@finametrica.com

https://www.facebook.com/finametrica/

https://www.linkedin.com/company/finametrica-pty-limited/

Products / Services

Risk Tolerance Toolkit
Mapping Services
Investor Profiler (Auto-Advice)
Descriptors

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 2

Partnership: 0

PlanPlus

Analytics, Financial Planning, Portfolio Accounting, Portfolio Management, Risk Management, Risk Profiling, TAMP

PlanPlus Global is now part of Morningstar, combining PlanPlus Global’s risk profiling tools and advanced financial planning capabilities with Morningstar's...

Integrations: 1

Partnership: 0

Advicefront

Financial Planning, Investment Research, Risk Profiling, TAMP

Advicefront provides Financial Advisers and their clients with an advice platform, which combines algorithmic investing with the human side of...

Integrations: 1

Partnership: 0

BT Wealth Management

Financial Planning, Portfolio Management

BT Wealth is managed by a team of experienced professionals to deliver portfolio design and monitoring. In addition, our affiliation...

Integrations: 31

Partnership: 0

Charles Schwab

Broker-Dealer Platforms, Custodial Platforms, Custodian, Financial Planning, Portfolio Management, Retirement Planning

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its...

Integrations: 1

Partnership: 0

EBI Portfolios

Analytics, Investment Research, Portfolio Management

EBI Portfolios is dedicated to bringing science, efficiency and innovation to investing. It provides evidence-based investment management and supporting resources...

Integrations: 1

Partnership: 0

Elite Wealth

Broker-Dealer Platforms

Elite Wealth Advisors Ltd, a trusted and well diversified financial services company, deals in Broking, Financial Planning, PMS, Realty &...

Integrations: 1

Partnership: 0

Enhance Investor

CRM, Financial Planning, Portfolio Management, Risk Profiling, TAMP

Enhance Investor have created a solution that inables IFAs to provide clients with a real value add and go a...

Integrations: 1

Partnership: 0

FE fundinfo

Account Aggregation

FE fundinfo facilitates better, more efficient investing by connecting fund managers and fund distributors and enabling them to share and...

Integrations: 15

Partnership: 0

Fi360 | Broadridge

Analytics, Investment Research

Fi360 is a fiduciary technology and training company helping financial intermediaries use prudent fiduciary practices to profitably gather, grow and...

Integrations: 4

Partnership: 0

Finance Logix | Envestnet

Financial Planning

Finance Logix® combines the latest technologies with easy-to-use financial planning software to help advisors grow their business and enhance the...

Integrations: 1

Partnership: 0

Intelliflo

Analytics

Intelliflo has been providing information technology services to financial services companies since its formation in 2004. Its leading web-based practice...

Integrations: 2

Partnership: 0

MacroRisk Analytics

Analytics, Investment Research, Portfolio Management, Portfolio Reporting, Risk Profiling, TAMP

MacroRisk Analytics offers a suite of statistically and scientifically tested tools for risk-tolerance profiling, portfolio optimization, and measuring the economy’s...

Integrations: 3

Partnership: 0

MoneyGuidePro | Envestnet

Financial Planning, Investment Research, Portfolio Management, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP, Tax Planning

MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

Integrations: 1

Partnership: 0

OMNIMax

Financial Planning

OMNIMax have developed an extensive platform allowing advisory businesses to deliver scalable quality advice to clients via customisable off-the-shelf or...

Integrations: 62

Partnership: 0

Orion Advisor Services

Billing, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, TAMP, Trading

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors...

Integrations: 1

Partnership: 0

Prestwood Software

College Planning, Financial Planning, Retirement Planning

Truth® Cash Flow Modelling software underpins the business proposition of some of the most experienced and successful financial planners, accountants...

Integrations: 79

Partnership: 0

Redtail Technology

CRM

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...

Integrations: 31

Partnership: 0

TD Ameritrade

College Planning, Custodian, Financial Planning, Investment Research, Portfolio Management, Retirement Planning, Trading

TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries. For more than 40 years, TD Ameritrade...

Integrations: 1

Partnership: 0

Tilney (Towry)

Financial Planning, Portfolio Management

Tilney is a leading UK investment and financial planning group that builds on a heritage of more than 180 years....

Integrations: 1

Partnership: 0

Voyant

College Planning, Financial Planning, Retirement Planning, Tax Planning

Voyant develops collaborative financial planning and wealth management software for Advisers and their clients. Accessible from a desktop or mobile...

Integrations: 9

Partnership: 0

RiXtrema

Analytics, Financial Planning, Retirement Planning, Risk Profiling, TAMP

Larkspur-RiXtrema is fiduciary database and an analytics engine for advisors who work with retirement plans and rollovers. Products such 401kFiduciaryOptimizer...

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