FinaMetrica rated as U.S. #1 user rated risk tolerance tool 

Get a copy of the 2017 Software User Survey published by T3 Technology 

The FinaMetrica Risk Tolerance Toolkit™ helps advisors and enterprises create lifetime relationships, through better advice that results in clients who refer more, invest more and remain suitably invested through market highs and lows.

FinaMetrica's 12 question risk tolerance questionnaire is integrated into PlanPlus Planit  financial planning software and the new miPlanPlus "robo" offering for financial institutions.

Fill out our form if you would like to know more about FinaMetrica and/or PlanPlus and would like one of our sales associates to get in touch with you.