IFA consolidator Succession Advisory Services has chosen FinaMetrica as its supplier of risk-profiling technology.
The three-year deal sees Succession’s financial planners use FinaMetrica’s risk-profiling tools as part of their client proposition.
Succession group chief executive Simon Chamberlain says: “Succession Group aims to deliver a richer and more rewarding experience for clients, centred around achieving life goals and providing bespoke solutions.”
FinaMetrica co-founder Paul Resnik says: “We share a common understanding that accurately matching investments to the properly articulated needs of clients is the critical component of a defensible advice process.”
Succession currently has around 300 financial planners.