FinaMetrica - What does this integration do?

Voyant offers a free integration with FinaMetrica, meaning that for no additional charge, we can switch on their risk profiling service within our software. This service allows you to compare your client's attitude towards risk, as calculated by Finametrica, to their investment mix, either at the overall plan level or by individual investment, based on how each investment is allocated to various asset classes. The integration is designed to help advisers demonstrate why a client might need to take less risk or more depending on their need for return and their attitude towards risk.

For users with this integration, an additional 'Risk Profile' screen appears in the left hand menu. It is on this screen that risk profile questionnaires can be answered or imported from FinaMetrica. The results of these profiles can also be viewed and managed on this screen.

The following video offers a high level description of how the service appears in our software and how it can be used. View video >>


Please note that FinaMetrica's risk profiling service is not free to Voyant subscribers. To use the integration, a firm must have a subscription with FinaMetrica and any arrangements between your firm and FinaMetrica would need to be made separately with them. Once your firm has an active subscription within FinaMetrica, please let us know and we can switch the integrated service on within Voyant for your firm.