The FinaMetrica Risk Tolerance Toolkit™ helps advisors and enterprises create lifetime relationships, through better advice that results in clients who refer more, invest more and remain suitably invested through market highs and lows. No matter why you are reviewing your risk tolerance testing, be it to meet ever-changing regulatory obligations, better match investment recommendations to clients’ needs or to improve communication with clients you will want to know that you are working with a market-proven methodology backed by strong academic evidence.
Orion integrates with FinaMetrica to provide Advisors with the ease of accessing the platform via single sign-on from Insight or the Household Overview – launching that client directly into FinaMetrica for analysis. Once the clients have completed the questionnaire, the score and details are pushed back into Orion to be viewed as custom fields at the Household level. These can be added to your New Account or Portfolio Audit views or can now be included in your data query reports – allowing you as the Advisor to keep informed on your client’s suitability while you work from within the Orion platform.
