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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Finametrica

FinaMetrica measures how much financial risk a client is willing to take, and nothing else. No asset allocation attaches to the score itself. Version 4.0 arrives on 1 October, replacing growth asset percentages with Portfolio Risk Score comfort ranges.

AdviceTech Forum

AdviceTech Forum – September 2026 – Preparing staff for the impact of AI

Explore how advice firms can prepare staff for AI, build skills, introduce safeguards and maximise employee value in this September Forum recap.

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AdviceTech Forum – September 2026 – Preparing staff for the impact of AI

by Samantha Smith | Sep 14, 2026 | AdviceTech Forum

Explore how advice firms can prepare staff for AI, build skills, introduce safeguards and maximise employee value in this September Forum recap.

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