Скачать или смотреть How to risk map with Finametrica in Fintegrate

In this video, Sol walks you through how to risk map your funds and model portfolios using FinaMetrica inside Fintegrate.

Once your Central Investment Proposition is built, you can quickly align multiple funds and portfolios to the appropriate risk group, helping you ensure suitability and maintain a clear audit trail.

In this walkthrough, you’ll learn how to:

• Risk map multiple funds and portfolios within the same risk band
• Understand comfort ranges, marginal risk, and out-of-range allocations
• View growth asset percentages for each investment
• Remap portfolios in just a few clicks
• Continue working while the risk mapping runs in the background

FinaMetrica’s integration allows you to clearly see whether an investment sits within your client’s acceptable risk range, making recommendations easier to justify and defend.

If you want to streamline your research, strengthen your suitability process, and save valuable time, this walkthrough is for you.

To see Fintegrate in action, book a demo with our team and discover how we help advisory firms simplify research, analysis, and reporting for just £99 per month.