28 May 2018
FinaMetrica & Advicefront Improve Suitability Outcomes
FinaMetrica, part of PlanPlus Global, and Advicefront today announced an integration that enables subscribers to FinaMetrica’s award winning risk profiler to issue an invitation to a client to take their risk tolerance test.
FinaMetrica is always pleased to work with others in the financial community to improve outcomes for advisory businesses and their clients. We are particularly keen to work with developments that bring best practice technology and practice into play. The key to a defensible suitability process is an investor’s informed consent. This can only be achieved when all relevant information is available and usefully displayed. said Paul Resnik, Director of Global Marketing at PlanPlus Global.
“We’re focused on developing the best advice tool in the market and to achieve this goal we’re integrating with well-established and successful partners. With FinaMetrica we’re now able to help our customers by connecting both systems and removing any friction in the advice process.” said Andre Costa, CTO and Founder of Advicefront.
more information, please contact:
the lang cat
Tel: 0044 (0) 1312025994
Director of Global Marketing
About PlanPlus Global Inc.
Award-Winning Financial Advice Platform and Risk Profiling Toolkit
PlanPlus Inc. and FinaMetrica Pty Ltd., two veteran and highly regarded firms, combined their 45 years of experience and formally evolved their decade-long collaboration in 2017 to become PlanPlus Global Inc.
The PlanPlus financial advice platform offers the broadest set of software tools to serve the worldwide financial advice community through our multi-lingual, multi-currency and multi-jurisdictional (taxation) financial planning software and next-gen intelligent automated financial advice solutions (robo-advisor).
The FinaMetrica psychometric risk tolerance tools enables financial institutions and advisors alike to meet the increasingly onerous KYC and ‘suitability of investments’ regulatory regimes, such as MiFID II.
PlanPlus Global is a recognized thought leader in the areas of financial planning and risk profiling, and our solutions are all founded on leading academic and evidence-based research, as well as industry ‘best practices’. PlanPlus Global’s solutions are used every day by thousands of financial institutions and financial advisors from more than 30 countries. For more information, visit: www.planplus.com and www.riskprofiling.com.
Advicefront Limited, a platform for financial advisers, combines decades not just of experience in advisory, but of continued passion for great client outcomes.
Advicefront was built from the ground up with the new reality of financial advice in mind. It’s everything advisers and clients need in one place, from onboarding to advice, to seamless execution.
For more information, visit: https://advicefront.com.
Advicefront Press Contact:
Michael Taggart, Foco Global
Tel: +44 7780 008 939