Centrepoint Alliance
Introducing FinaMetrica

About the webinar

We’re excited to announce that Morningstar FinaMetrica is now accessible to all Centrepoint Alliance Practices.

FinaMetrica is a globally recognised psychometric risk profiling tool designed to help financial advisers understand their clients’ risk tolerance with accuracy and confidence. By using a scientifically validated questionnaire, FinaMetrica enables advisers to match clients with suitable investment strategies, improve compliance, and enhance trust in the advice process.

In this session, you will:

• Learn how risk tolerance assessments can add value for both you and your clients.
• Watch a demonstration showcasing the simplicity of using FinaMetrica's risk tools.

Together with Centrepoint Alliance, we’re equipping advisers with a modern risk tolerance and profiling tool. Here’s to an exciting journey, empowering Centrepoint Alliance advisers to deliver their best.