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FinaMetrica announces Morningstar integration

UK clients of Morningstar and FinaMetrica will soon be able to link the risk scores from FinaMetrica’s best practice psychometric risk tolerance test to Morningstar’s optimised model portfolios.

This will provide clients of both companies with a robust methodology to match the needs of investors to their investments, which has become an imperative for advisory businesses in the light of the FSA’s recent guidance paper on suitability.

 

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