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Morningstar integrates FinaMetrica risk tolerance tests

Morningstar has integrated FinaMetrica’s psychometric risk tolerance tests into its adviser planning tool, Morningstar Adviser Workstation.

The firm says the integration will allow advisers to move seamlessly from a FinaMetrica risk tolerance questionnaire to a recommended asset allocation model provided by Morningstar via asset allocation methods from investment adviser Ibbotson Associates.

Morningstar Adviser Workstation director and co-founder Anastasia Georgiou says: “We recognise that financial advisers use a variety of technology solutions for different elements of their business and that those tools must be flexible and in harmony with each other.”

FinaMetrica director and cofounder Paul Resnik says: “Advisers need to hold meaningful conversations with their clients around issues beyond investment performance and these links go a long way to creating those readymade opportunities to do so.”


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