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Showing 1 - 10 of 13 results for "FinaMetrica"

Morningstar hires advice lead

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
... 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," ...

Morningstar releases DDO solution

ELIZABETH MCARTHUR  |  TUESDAY, 30 MAR 2021
... data available through its wider product suite including Adviser Research Centre, AdviserLogic, Licensee Dashboards, FinaMetrica and Morningstar Direct.

Morningstar boosts financial planning capabilities

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... 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 ...

Government targeted for delaying Royal Commission

ALEX BURKE  |  FRIDAY, 20 APR 2018
... 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 ...

AdviserLogic signs with global risk profiling giant

KANIKA SOOD  |  FRIDAY, 9 MAR 2018
... 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 ...

FinaMetrica merges with global software provider

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
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 partners for risk profiling

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
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 ...

Robo-advice to drive down advice fees

ALEX BURKE  |  THURSDAY, 26 NOV 2015
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 ...

FinaMetrica in robo advice deal with Swiss private bank

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
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 ...

SMSFs need more investment diversity: FinaMetrica

DARREN SNYDER  |  MONDAY, 1 JUN 2015
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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