How to Start Using FinaMetrica’s Risk Profiler in Fintegrate скачать в хорошем качестве

How to Start Using FinaMetrica’s Risk Profiler in Fintegrate

In this video, we’ll take you step-by-step through integrating and using FinaMetrica’s psychometric risk questionnaires within Fintegrate — helping you deliver more accurate, compliant, and client-friendly risk profiling. You’ll learn how to: ✅ Activate either the 10-question or 25-question FinaMetrica risk tolerance questionnaire ✅ Switch from EValue to FinaMetrica while protecting your existing client data ✅ Complete the Risk Analysis page manually or digitally with your clients ✅ Include the optional investment experience questionnaire ✅ Interpret and apply risk tolerance scores, time horizon, experience, and composure to create a suitability score ✅ Understand the “cap” system that adjusts suitability scores based on client circumstances ✅ Use the Your Differences table to identify inconsistencies in client responses ✅ Benchmark client profiles against the Morningstar Target Allocation Index for equity vs fixed income splits ✅ Compare existing holdings with new recommendations and filter investments by risk comfort range Once complete, you’ll see how Fintegrate generates a clear, visual, and fully white-labelled report that you can download in PDF or Word format — perfect for compliance files and client meetings. Fintegrate – It’s All You Need. 🔗 www.fintegrate.co.uk #Fintegrate #FinaMetrica #RiskProfiling #FinancialAdvisers #Paraplanning #SuitabilityReports #Compliance #ItsAllYouNeed