FinaMetrica Shortlisted for Family Wealth Report Awards 2014

SYDNEY, Feb. 27, 2014 /PRNewswire-iReach/ -- FinaMetrica, the leading psychometric risk profiling software provider for financial advisors, has been shortlisted for the Family Wealth Report Awards.

(Photo: http://photos.prnewswire.com/prnh/20140227/MN72538)

Showcasing 'best of breed' providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals, which the prestigious panel of judges deemed to have 'demonstrated innovation and excellence during 2013.' 

Commenting on the firm's shortlisting, FinaMetrica Co-founder Paul Resnik said, "We are delighted to have been shortlisted for these prestigious awards. Advisers tell us that getting risk tolerance right is critical to their clients' successful investment. We have developed our test and risk communications in conjunction with some of the most professional advisers on the planet to make sure clients have the best investment experience possible."

ClearView Financial Media's Managing Director, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to the shortlisted firms.  He said: "The firms who have been shortlisted in these inaugural awards are all worthy competitors, and I would like to extend my heartiest congratulations.  These awards are judged solely on the basis of entrants' submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.  That is a unique, and I believe, compelling feature.  These awards will recognise the very best operators in the private client industry, with 'independence', 'integrity' and 'genuine insight' the watchwords of the judging process - such that the awards truly reflect excellence in wealth management.  Our aim is to make these annual Awards one of the brightest, and keenly contested highlights in the wealth management calendar."

Winners will be announced at a gala awards dinner, which will be held in New York on March 13, 2014 at The Metropolitan Club.

About FinaMetrica

FinaMetrica specializes in risk tolerance and risk-related matters. The FinaMetrica risk profiling system is based on a psychometric test of personal financial risk tolerance. Psychometrics, a blend of psychology and statistics, is the scientific discipline for testing attributes such as risk tolerance. Launched in 1998, the system is now used by 5,500 advisers in 23 countries in seven languages. More than 650,000 profiles have been completed. The FinaMetrica system enables advisers to make valid and reliable assessments of their clients' risk tolerance, incorporate those assessments into the financial planning process and explain risk more meaningfully. More information: www.riskprofiling.com.

About ClearView Financial Media Ltd ("ClearView")

ClearView Financial Media was founded by Managing Director Stephen Harris in 2004, to provide high quality 'need to know' information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.

With teams based in New York, London, Hong Kong, Switzerland, South Africa and the Philippines, the company is one of the fastest-growing media groups serving the financial services sector.

Media Contact: Leslie Swid, Impact Communications, 913-649-5009, [email protected]

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SOURCE FinaMetrica