We are honored by the support and advocacy awarded to us by our users. We invite you to review some of their comments to identify your shared interests and objectives and to determine how our suite of software can benefit your clients, you, and your practice.

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

Our independent advice model recognizes the unique needs of our clients, and the considerable creative talents that our advisors bring to the table. PlanPlus provides a powerful combination of planning functions over a wide range of potential scenarios, while allowing the knowledge and experience of our advisors to guide customized client solutions.

Brett Simpson - Vancouver, BC, Canada

A couple we have worked with for over 20 years was originally resistant to taking yet another risk tolerance questionnaire; however, they completely changed their attitude by the end of the review. They even followed up with a highly complimentary email about their experience, writing: “We just wanted to share with you…that this is probably the single most useful tool that your firm has ever provided to us in terms of decision-making about our investments.

James Gilloran - Boston, Massachusetts, USA

I use PlanPlus frequently and with confidence knowing I have a very capable person at the other end of the (Live Chat) line. Thanks so much Jordan for all your assistance. If you only knew how much the clients appreciated “our work” on their case, you would be smiling like I am.

Drew Finerty - Victoria, BC, Canada

The information the FinaMetrica Risk Tolerance Test provides, and your process are most helpful. It’s the first step in helping prospects and clients better understand who they are financially, to rein in their expectations and keep the emotions of the market to a minimum. They appreciate the process and it makes our discussions much more meaningful.

Gary Van Nostrand - Binghamton, New York, USA

Choosing FinaMetrica is one of the best business decisions we have made. In our reports, we highlight the fact that we use independent research and analysis systems such as yours. Knowing that these are not influenced by other companies helps us remain truly independent.

John Doney - Norwich, UK

Our strength is in developing a clear path to success through a customized solution and personalized plan of action. PlanPlus is the perfect tool to support our process. It is robust and scalable to each client’s situation; yet produces plans that are easy for clients to understand, giving them confidence their needs have been fully considered and professionally addressed.

Bob Foster - Surrey, BC, Canada

The FinaMetrica questionnaire adds hugely to the meetings we have with our clients. They buy into and even enjoy the conversation; they understand the reason behind the questions – and the relevance of them. They understand that if my team is to provide suitable advice, we must understand who they are, what they want and what their tolerance to investment risk is.

Mark Redman - Newport, UK

Our existing clients LOVE the FinaMetrica Risk Tolerance assessment! We discovered we have a deeper connection with a prospect from the minute they arrived in our office. It’s been a powerful way to differentiate ourselves and it has improved our propensity to receive referrals.

David Yeske - Washington, DC & San Francisco, California, USA

Some time ago I had concluded that the only way to get a proper view of a client’s risk tolerance was by some kind of psychometric testing, but that is as far as I got. I did not have the time or resources to take it further. Then a magazine article put me onto FinaMetrica, and there it all was! They had got there 25 years before.

Paul Duckworth - Grimsby, UK

At Nicholls Stevens we believe that nearly all clients deserve a full financial plan; but we need to be able to do this at a reasonable cost, quickly and easily without needing to know client minutia, PlanPlus provides this and it is easy for admin staff to use. PlanPlus staff are always helpful and the output is relevant. Clients like the reports and find the information easy to comprehend. Nothing would part me from PlanPlus!

Carole Nicholls - Bristol, UK

FinaMetrica has become a vital tool in our financial planning process, helping both us and our clients gain a deeper and clearer understanding of their attitude to risk & volatility. It facilitates discussion of how they view risk and enabled us to determine asset allocations which more closely match our clients’ risk profile, and which they feel comfortable with whilst also managing their expectations in terms of the returns they might anticipate from the level of risk they are prepared to accept.

Carolyn Gowan - London, UK

PlanPlus exceeded our expectations by covering all steps of financial planning from cash and debt management to complex in-depth analysis of financial state of clients. Friendly interface, flexibility, various scenarios calculations, portfolio modeling and detailed report generation make PlanPlus an inalienable part of a professional financial planning process.

Natalia Smirnova - Moscow, Russia

Adoption of FinaMetrica risk tolerance assessments has been one of the best things we have done in the last 20 years. Our clients are reacting to the current downturn in exactly the way that we would hope, i.e. ‘I’m not happy that my investments have dropped in value by x% but you did tell me it could happen’. Thank you!!!!!!!

Tim Walsham - Cheshire, UK

The Insight Group, Inc. has integrated the FinaMetrica risk appraisal tool into our process for quite some time now. We find that clients, in a moment of courage, express how they would like to behave; but not generally how they actually behave to changing market conditions. This tool helps us to assess clients’ actual behaviour and as a result, we are equipped to give better advice. The research and thoughtfulness that goes into this tool, along with the ease of use, makes it an indispensable tool in our advisory practice.

Paul Salisbury - Salt Lake City, Utah, USA

The FinaMetrica risk assessment is a real aid to understanding clients’ attitudes to risk. Its strength is in helping to deepen the client relationship by greater understanding, especially by clients of their own attitudes. Compliance is a big issue, and the independent nature of the report is of great value for this purpose.

Andy Jervis - Leicester, UK

FinaMetrica is an indispensable part of my business. I must have an objective view of the risk tolerance of my clients and prospective clients. It seems to me that FinaMetrica provides this in a state-of-the-art manner. I value the way they score each person as a percentile and not some vague term like “aggressive” or “conservative”. I also like that the test can be administered online or in paper form. I am delighted that SEI has arranged for me to be able to use this tool at a reduced cost.

Dan Hardt - Louisville, Kentucky, USA

The FinaMetrica system lets you look under the hood. There is a mountain of information on their website explaining the methodology behind their system. As we are not experts in psychometric analysis, it is tempting to dismiss all these systems as pure bunkum. The information that FinaMetrica provides has been a useful education and crucial to building our trust in their system.

Tim Page -Suffolk, UK

A financial planner’s relationship with their clients is of paramount importance. To have a great relationship, we need clarity and that’s where FinaMetrica helps to communicate clearly the complex area of risk tolerance. To truly understand how much risk one is comfortable to accept, not only now, but at the market’s worst, provides for a long-term happy investment experience.

Warren Shute - Lydiard Millicent, UK

After testing other solutions in the market, SuitabilityPro™ is a step ahead of the competition. By using the Suitability Score™, I can clearly illustrate to prospects why their existing portfolio isn’t right for them and why they should work with me. Conversations with existing clients are taken to the next level, no longer focused solely on their portfolio. And as you can imagine, compliance is pleased.

Kristina Bates, CPA, CA, MBA, CIM®

FinaMetrica gives me a deeper and more realistic read on my client’s tolerance for risk than traditional risk tolerance questionnaires. Clients have also commented to me that they enjoy the insightful questions FinaMetrica asks, and it has helped them think about their views of risk.

Kevin Kennedy
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