Tech review: Is FinaMetrica worth a look?

FinaMetrica was launched back in 1998 by Geoff and his business partner Paul Resnik. Paul and Geoff, both practitioners in the Australian financial planning market, looked at financial planning as information processing. They held the belief that there were fundamentally three types of information that the adviser needed: hard facts (salary, assets, liabilities etc.), firm facts (goals, situation etc.) and soft facts (likes, dislikes, attitude, feelings and tolerance). While advisers were busy collecting the hard and firm facts, the softer information was often overlooked, despites its d...