FinaMetrica Wins Wealth Briefing Award Swiss 2020

FinaMetrica Wins Wealth Briefing Award Swiss 2020

FinaMetrica has been crowned ‘Best Risk Profiling Solution’ at the 7th WealthBriefing Swiss Awards 2020.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams, and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2019’.

“Our winner was praised for its adventurous approach to risk tolerance profiling.  This encompassed a state-of-the-art tool kit which used a unique methodology to map client risk profiles and appetite. Its psychometric approach also attracted enthusiastic commentary.”

I have been using FinaMetrica for over 17 years for onboarding new clients. They like the extensive value of the reports; but what we appreciate is the innovations in technology, the value of the client-facing materials and the development of the life-long client relationships as I get to really know their behavioral tendencies. FinaMetrica has assisted me in building a very successful practice and we highly recommend it for any advisor who wants to enhance the overall value of their client relationships.

Ron Wilkinson - Portland, Oregon, USA
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