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Home Suitability Profiling FinaMetrica Profiler (Morningstar)

Willingness to recommend

3.9/5

Based on 48 reviews

FinaMetrica Profiler (Morningstar)

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Value for money

3.77/5

Support

3.67/5

Integrations

3.42/5

Based on 48 reviews

FinaMetrica Profiler leverages the power of the world’s best risk profiling tool to yield market-proven investment recommendations that “fit” every client’s unique needs and profile. Use automated portfolios or design your own and apply your professional judgement to personalize investment recommendations that are based on real-world scenarios. Produce meaningful investment policies and build client trust and confidence through understanding and collaboration.

Whatever your client’s financial objective — retirement, estate maximization, children’s education, major purchase, etc. — there is an investment portfolio that is most “suitable” for each objective. As an essential capability of FinaMetrica Risk Profiler, the Suitability Score™ provides a frame of reference for you to recommend the most appropriate portfolios, based on your knowledge of your client’s time horizon for each objective, along with their personal risk tolerance, capacity, need and composure.

Advisers and clients can jointly review outcomes from other portfolios to select one that they collaboratively believe better meets the client's particular needs and circumstances. The collaborative process is elegant, understandable, and evidence-based, resulting in a suitable and defensible recommendation.

This exciting risk profiling and portfolio planning technology helps you evidence your regulatory requirements, grow business profitably and deliver better client outcomes.

NextWealth view

Finametrica is the second most-used risk profiler among UK financial planners and the most liked. Among the 78% of financial planners that use risk profiling tools, 19% use Finametrica. Financial planners award Finametrica a 7.9 out of 10 on their willingness to recommend the tool to colleagues, a higher score than any other provider. Finametrica has recently merged with Plan Plus, a Canadian company with big ambitions.

Ownership:
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.

Integrations

3.42/5
Based on 48 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Practice Management System
Research

No integrations available for Cash Management

No integrations available for Cashflow Modelling

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Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for FinaMetrica Profiler (Morningstar)
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
1/5
Integrations
4/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
Integrations are really just forwarding client's to the software. Still requires clients to create yet another log in. Not good enough IMO.
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
1/5
Willingness to recommend
1/5
Integrations
1/5
Value for money
3/5
Service
the questionnaire is not fit for purpose and a waste of time - most clients are sophisticated and it is embarrassing giving the RTQ to them - but we are told we have to
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
"It literally takes no more than 2 minutes to enter the client responses on a paper profiler into the system to obtain the results/outputs. Most importantly
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
Uses as stand alone system
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
2/5
Value for money
5/5
Service
Getting expensive for what it is
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
one of the better ones
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
Market leader.
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
its client friendly
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
"like the simplicity of the concept
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
It has good documentation for client discussions.
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Unique approach to risk profiling
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Good overall although can be tricky to use
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
It has been very good but we are replacing it
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
4/5
Service
Scientific rigour.
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
Don?t like the questions it uses.
Anonymous March 2020
2/5
Willingness to recommend
2/5
Integrations
2/5
Value for money
2/5
Service
Bad questions
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
3/5
Service
"Well presented
Anonymous March 2020
3/5
Willingness to recommend
2/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
3/5
Willingness to recommend
1/5
Integrations
3/5
Value for money
3/5
Service
no real issues with them - it does what it needs to
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
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