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FinaMetrica

Technology

Ten ways robo-advisers will impact human advisers

The rise of robo-advice has been described as the "most significant development in the delivery of financial advice in the last 30 years", but how exactly might it affect traditional advice? FinaMetrica has produced a list of ten possibles...

clock 05 November 2015 •

Technology

Robo-advice: Report detects 'elephant in the room'

'Perpetual thorn' in advisers' side could also sting robos, report suggests

clock 05 November 2015 •

Software

FinaMetrica launches robo-advice tool for sub £100k investors

Risk profiling software developer FinaMetrica has launched a robo-advice toolkit targeting investors with under £100,000 to invest.

clock 21 September 2015 •

Technology

Robo-advice: Why resistance is futile

Why resistance is futile

clock 16 July 2015 • 5 min read

Regulation

Towry adopts FinaMetrica risk profiler

Wealth manager Towry has signed a deal with risk profiling software developer FinaMetrica, which will see the firm's risk tolerance software rolled out across Towry's financial planning and investment processes.

clock 07 November 2014 •

Technology

FinaMetrica launches pared-down risk profiler with 12 questions

Risk profiling software provider FinaMetrica has launched a shorter version of its risk tolerance test for advised clients with ‘single goal' investment needs or smaller amounts to invest.

clock 22 October 2014 •

Your profession

Rock and Resnik: What experts say when asked to 'Keep it Real'

Rock and Resnik: What experts say when asked to 'Keep it Real'

clock 13 October 2014 •

Adviser tips

A suitable portfolio is...

So, what does a suitable portfolio recommendation look like?

clock 15 September 2014 •

Adviser tips

The five steps to 'common sense' suitable advice

The five steps to 'common sense' suitable advice

clock 15 September 2014 •

Adviser tips

The questions that can skew a risk tolerance reading

The questions that can skew a risk tolerance reading

clock 04 August 2014 • 4 min read
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