Fintegrate has announced the integration of FinaMetrica’s Risk Tolerance Toolkit™ into its platform.
This move enhances the investment advice efficiency firm’s, offering by providing financial advisers and paraplanners with a scientifically validated, psychometric-based risk profiling tool, streamlining the client onboarding process and ensuring better-aligned investment strategies.
Gurdit Singh, Founder and CEO of Fintegrate, said: “Integrating FinaMetrica’s renowned risk profiling system marks a significant milestone in our mission to simplify and enhance the financial advice process. This partnership not only broadens our integration capabilities but also reinforces our commitment to providing advisers with the tools they need to deliver personalised, compliant, and efficient advice.”
David Broom, Chief Commercial Officer of Fintegrate, added: “By offering seamless access to this trusted risk profiling tool, we empower advisers to make more informed decisions, ultimately leading to better client outcomes and increased business efficiency.”
Broom added that the integration underscores Fintegrate’s ongoing efforts to expand its ecosystem of integrations, providing advisers with a comprehensive suite of tools that enhance their advisory capabilities and operational efficiency.
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