Search Results | Showing 1 - 10 of 13 results for "FinaMetrica" |
| | ... management software PayLogic, its compliance and business management solutions for licensees, and risk profiling tool FinaMetrica. "Ivon brings over 20 years experience in advice and technology, along with a strong belief in the value of financial advice," ... |
| | | ... data available through its wider product suite including Adviser Research Centre, AdviserLogic, Licensee Dashboards, FinaMetrica and Morningstar Direct. |
| | | ... software firm, in a bid to expand its advice capabilities world-wide. Morningstar has acquired PlanPlus Global, whose FinaMetrica Profiler risk software is currently available in the US, Canada, UK and Australia. The terms of the acquisition were not ... |
| | | ... Raises serious questions of integrity for vertically integrated offerings in other countries. https://t.co/PwtshXj8jJ - FinaMetrica - part of PlanPlus Global (@paulresnik) April 18, 2018 FinaMetrica director questioned the ongoing viability of the big ... |
| | | ... system will now be able to assess a client's risk tolerance score following a partnership with global service provider FinaMetrica. The risk tolerance solutions provider has integrated its 25 and short 12 (soon to be 10) question psychometric risk tolerance ... |
| | | Australian-based risk specialist FinaMetrica has merged with a Canadian investment and financial planning software provider. Having already collaborated for more than a decade, Toronto-based PlanPlus and FinaMetrica, under the umbrella of PlanPlus Global ... |
| | | FinaMetrica has partnered with Financial Express to deliver its risk tolerance score technology through FE's asset allocation tools. FinaMetrica's risk profiling process scientifically assesses a client's risk tolerance to help advisers deliver suitable ... |
| | | The proliferation of robo-advice services will likely drive down financial advice fees in general, FinaMetrica co-founder Paul Resnik warned. Drawing from FinaMetrica's latest report, The Robo Revolution: Robo-Advice Market Commentary and Analysis ... |
| | | Australian-based firm FinaMetrica has developed a sophisticated robo advice tool for a private bank in Switzerland. NBK Private Bank Switzerland will be using FinaMetrica's suitability tool kit, a 15-minute test that looks at the investor's risk tolerance ... |
| | | Risk profiler FinaMetrica believes continued investment in Australian shares and cash could spell disaster for self-managed superannuation funds (SMSFs) when the local market corrects. The call came on top of managed funds data recently released by ... |
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