About FinaMetrica
Introduction
FinaMetrica is a Psychometric Financial Risk Profiler used to assess an individual's financial risk tolerance.
This tool is used in 16 countries around the world and used by more than 3,000 Financial Institutions and Planners with 250,000 clients. Investment Advisor and Consultant position this tool as a solution provider in their daily practice.
Background
Developed and tested in Australia over 4 years with the assistance of the University of New South Wales' Applied Psychology Unit, the FinaMetrica system has gained international recognition as world's best practice since its Australian launch in 1998.
In year 2005, Deakin is appointed to the exclusive licensee for FinaMetrica in Malaysia.
UNSW
The University of New South Wales' Applied Psychology Unit confirms that FinaMetrica's risk tolerance test meets or exceeds the internationally accepted standards for a psychometric tool of this kind.
Click Here to Download FM_Endorsement
University of Malaya
FinaMetrica had been verified by Professor Dr. Leonard Yong, Psychologist, a specialist in Psychometrics and retired professor at the University of Malaya.
Click Here to Download FM_Endorsement
National Association of Securities Dealer (NASD)
NASD had verified that FinaMetrica appeared to be consistent with applicable standards.
Click Here to Download FM_Endorsement
FINSIA
This institution has utilized FinaMetrica in their Financial Planning courses to educate their students about the importance and application of financial risk tolerance tool.
Features
- 25 Questions, 8 Demographics & A 9 - pages professionally written report
- 24/7 Access
- Privacy & Confidentiality assured (Personal Assess Code)
- Co-designed by Psychologists
- Proven Methodology in Assessment
- Tested for Usability in Malaysia
- International and Local Endorsements and Usage
- 91% reliable
- Practice Management Materials included
Benefits
- Understanding Investor's Risk Tolerance correctly.
- Prospecting Tool for High End Clients
- Servicing Tool to Retain Clients
- Develop more in-depth relationship between clients and advisors
- Data Analysis for Product Development & Strategic Marketing
- Reduce Legal Liability
- Provide basis for recommendation on Asset Allocation or Investment Portfolios
- Detect inconsistency in client's trade off
For detailed information on "How can FinaMetrica benefit you?" Click Here
Who Needs FinaMetrica?
- Investors
- Financial Planners
- Mutual Trust Advisors/ Planners
- Advisory Firms
- Investment-Linked Insurance Agents
- Financial Institutions
For detailed information on "Why you need FinaMetrica?" Click Here
FINAMETRICA LOGIN
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