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FinScore Widget

FinScore Widget

An embedded, interactive risk tolerance assessment calculator that engages prospects and helps them see for themselves if they need professional advice.

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FinScore Pro

FinScore Pro

The easy, innovative risk tolerance assessment tool that secures a real agreement on risk that your clients can understand and helps them to see the value of your advice

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FinScope

FinScope

The high-throughput screening tool that goes through each of your firm’s client portfolios every night and flags problems before they become problems

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FinRiver

FinRiver

Be the best you can be with our easily integrated, lightening-fast APIs that deliver institutional-grade analytics and proprietary data sets to your platform

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