FinaMetrica, now part of Morningstar’s ‘Risk Profiling’ service, is a tool for financial advisers. It uses a psychometric questionnaire to produce a risk tolerance score, helping advisers assess and document a client’s attitude towards financial risk for suitability purposes.
HIGH-LEVEL FUNCTIONALITY
KEY FUNCTIONALITY
NUMBER OF FIRMS, USERS & KEY ACCOUNTS
OTHER PRACTICE AREAS:
INSIGHTS:
