FinaMetrica integrates risk-profiler with Intelliflo 'iO' software

Available to FinaMetrica subscribers

Paul Resnik: "Suitability is the stick with which regulators around the world are hitting all parties involved in the provision of financial advice."
Paul Resnik: "Suitability is the stick with which regulators around the world are hitting all parties involved in the provision of financial advice."
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FinaMetrica, part of PlanPlus Global, has integrated its risk-profiling tool with financial advice back-office software supplier Intelliflo's Intelligent Office (iO).

The integration enables subscribers to FinaMetrica's risk-profiler to issue an invitation to a client to take a risk tolerance test within the iO software. The connection between the two software providers...

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