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FinaMetrica Pty Limited
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New report says wealth management firms are embracing goals-based planning tech rather than the practice of separating goals-based and cash-flow planning software. https://hubs.ly/H0dZ3q90
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Hearing what the client is saying is essential to recognise goals and deliver suitable advice. Many financial advisors don't have a DIY approach to their money — they have their own financial advisors! https://hubs.ly/H0dZ3pK0
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Hearing what the client is saying is essential to recognise goals and deliver suitable advice. https://hubs.ly/H0dZ4Pm0
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Come say g'day and meet us at the FPA Annual conference – Chicago, 3-5 October
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When markets turn topsy-turvy financial advice gets placed under a very bright spotlight - one of the key problems is poor assessment of risk tolerance https://hubs.ly/H0dZ4N_0
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Joint webinar session showcasing best practice risk profiling integrated solution. See how you can onboard clients with Intelligent Office and streamline your risk profiling process. Thu 28 Sep 2.00pm (UK) https://hubs.ly/H0dRbnl0
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FinaMetrica is very powerful tool for advisers, that goes far beyond the risk tolerance test. This webinar explains how risk tolerance relates to investment decisions and guides you on using this information to have critically important conversations with clients. 27 Sep at 10.00am ET, 3.00pm (UK) https://hubs.ly/H0dR9H00
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So what will the next generation of financial advisors look like? This may challenge your views of where the industry is heading. https://hubs.ly/H0dCqXt0?
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Create lifetime partnerships by matching client’s risk tolerance with tailored investment advice. Sign up for your 30 day complementary trial of FinaMetrica today! https://hubs.ly/H0dfZhh0
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Get to know your clients. This webinar shows you how to develop an in-depth understanding of your clients' risk tolerance and accelerate the establishment of a relationship of trust. Thursday 26 July 2018 at 10am ET (US) 3pm (UK) https://hubs.ly/H0cYVnk0
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