Morningstar FinaMetrica Toolkit delivers the world's most rigorous risk tolerance measure

Create lifetime relationships through better advice that results in clients who refer more, invest more, and remain suitably invested through market highs and lows.

Developed and trialled in Australia over four years with the assistance of the University of New South Wales. FinaMetrica has gained international recognition as world's best practice. Its reliability and validity are backed by over two million completed questionnaires in over 20 countries and six languages.