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Get to know FinaMetrica Pty Limited

Founded in 1998 in Sydney, Australia, FinaMetrica Pty Limited developed a scientifically validated, psychometric test to accurately assess an individual's financial risk tolerance. The tool became a global industry standard, used by thousands of financial advisors worldwide to help align investment portfolios with their clients' true risk profiles, thereby fulfilling regulatory and fiduciary duties. In 2017, FinaMetrica merged with PlanPlus Inc. to form PlanPlus Global. Subsequently, the entire entity was acquired by Morningstar, Inc. in late 2020. The FinaMetrica system is now integrated and offered as the "Morningstar Risk Profiler".

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FinaMetrica Pty Limited

Australia

Founded in

1998 (28 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

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