FinaMetrica Risk Profiling

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Psychometrically-based, user-friendly risk profiling system:

  • Web-based plain English testing of client's risk tolerance
  • Robust methodology to map test results to portfolios
  • Comprehensive explanation of portfolio risk and return

About FinaMetrica Pty Ltd.

FinaMetrica is a wholly-owned subsidiary of PlanPlus Global Inc., a recognized thought leader that has been providing best-of-breed, evidence-based software solutions to advisors and financial institutions for more than 25 years. The FinaMetrica Risk Tolerance Toolkit®, was launched in 1998 after more than four years of development with the assistance of Australia's University of New South Wales, and is currently maintained with senior academics from the London School of Economics. The Toolkit is the world's most widely-used 'best practice' tool for determining risk tolerance and developing risk profiles, having been used to generate more than one million risk tolerance profiles in over 20 countries. For more information about FinaMetrica please visit

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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

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