Finametrica logo

Finametrica

Financial Services
active

Sydney, Australia

Community Ratings

Active Users
Former Users
Overall Rating
4.0
(2 ratings)
Active: 2Former: 0
Features
3.9
(2 ratings)
Active: 2Former: 0
Reliability
3.9
(2 ratings)
Active: 2Former: 0
Performance
4.1
(2 ratings)
Active: 2Former: 0
Security
4.2
(2 ratings)
Active: 2Former: 0
Value for Money
4.5
(2 ratings)
Active: 2Former: 0
Customer Service
4.3
(2 ratings)
Active: 2Former: 0
Ease of Use
4.1
(2 ratings)
Active: 2Former: 0
Integrations
4.3
(2 ratings)
Active: 2Former: 0
Total Active Reviews: 2Total Former Reviews: 0

About Finametrica

Finametrica provides risk tolerance assessment tools for financial advisors to better understand their clients' risk profiles.

Pricing

0

This vendor doesn't list public pricing information.

Contact for Pricing

Categories

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Industry Focus

Financial Services

Key Features

risk tolerance questionnaire
detailed reporting
integration with financial planning software

Pros

comprehensive risk assessment
easy integration with financial planning software
detailed reports

Cons

no free version
can be expensive for small firms

Integrations

Redtail logo
Fi360 logo
Morningstar logo
BNY Mellon | Pershing logo
Compliancemax logo
Schwab Trading logo
MyRIACompliance (RIA in a Box) logo

Key Competitors