SWITZERLAND, February 2018 – FinaMetrica has been crowned ‘Best Risk Profiling Solution’ at the 5th Annual WealthBriefing Swiss Awards 2018.
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2017’.
“The Risk Profiling Solution category was a strong one but it was our skills in explaining risk and return in a historical context of client risk tolerance that attracted the judges’ attention,” said Paul Resnik, Director of Global Marketing, PlanPlus Global Inc.
“It’s when markets correct that the benefits of robust risk profiling emerge. The discussions with clients around any trade-offs between the asset allocations that best represent risk tolerance, risk required to meet goals & capacity for loss invariably help frame investment expectations,” said Shawn Brayman, PlanPlus Global CEO.
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 DoL (US), MiFID II (Europe) and CRM 2 (Canada).
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.
PlanPlus Press Contact:
Paul Resnik, Director of Global Marketing