Product infographic carousel
Product infographic images
Product Infographic captions
-
1
Risk tolerance score and Agreed Score
-
2
Risk Group
-
1
Compare your client's risk tolerance against their current portfolio.
-
2
Compare your client's risk tolerance against their Target portfolio.
Product Description
About this Product
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 www.riskprofiling.com.
Product Details
Contact Us
Phone
Website
More info about us
Category
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
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.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.