Morningstar Risk Profiler (formerly FinaMetrica)

Finametrica, integrated with PlanPlus Global, provides risk tolerance assessment tools and financial planning software designed to support advisors in delivering personalized investment advice. The platform offers scientifically validated risk profiling questionnaires to help understand client risk preferences and align investment strategies accordingly.

The software supports goal-based planning by enabling advisors to create tailored financial plans that consider client goals, risk tolerance, and behavioral factors. It is used by wealth managers, financial advisors, and private banking professionals to enhance client engagement and improve decision-making.

Finametrica's tools are often integrated within broader financial planning workflows, facilitating compliance and improving the quality of advice through data-driven insights.