IconAccounting & Tax
IconAppraisers & Valuers
IconArbitration Services
IconAssessors & Loss Adjusters
IconAssist and Lifestyle Benefits
IconAssociations & Institutes
IconBBBEE Consulting and Verification Agencies
IconBroker Acquisition Financing
IconBrokers for Brokers
IconBusiness Process Management
IconBusiness Process Outsourcing
IconCall Centre Outsourcing & Sales
IconCompany Secretarial Services
IconConsumer Protection
IconCorporate Governance
IconCredit Bureaus
IconDebit Order Collection Facilities
IconDefensive Driver Training
IconEducation and Training
IconEmergency Medical Rescue
IconFire, Storm, Flood Damage Specialists
IconForensic Investigation Services
IconHuman Resources
IconIndustrial Cleaners
IconInformation Technology and Software Partners
IconInsurance Companies
IconLightning Damage & Surge Protection Specialists
IconNiche Insurance Products
IconOutbound Sales
IconOutsourcing Companies
IconPolicy Administration
IconPremium Financing
IconPublic Loss Adjustors
IconRating Agencies
IconReference Books & Material
IconRegulatory Authorities
IconRisk Finance
IconRisk Management
IconRisk Surveyors
IconSalvage Operators
IconSpecialized Claims Investigations & Assessing
IconSurveys and Research
IconTraining Courses & Workshops
IconUnderwriting Managers
IconVehicle Accident Management
IconVehicle and Household Risk Inspection Services
IconVehicle Tracking
IconWellness Programs
IconWholesale Brokers
  Subscribe To »

atWORK 6 integrates Finametrica into its Wealth Module






Cloud-based software solution atWORK has scored a coup by integrating Finametrica’s award-winning risk profiling toolkit into its newest financial planning software.


Advisers who weren’t already convinced of the value of risk profiling have surely had their minds changed by COVID-19. The pandemic has taught both advisors and investors the true meaning of risk. And it’s underscored how vitally important it is to not only be aware of risk profiles…But also to measure them properly and to use these findings as one of the cornerstones of a comprehensive investment strategy.


Which is why atWORK is thrilled to announce the integration of Finametrica’s industry-leading risk profiling toolkit into its newest Wealth module as of 1 August 2020.


What is atWORK?


atWORK is a cloud-based solution for the financial services industry. Their latest version, atWORK 6, combines client and practice management, data gathering and import, compliance management and financial planning tools in one super-secure package. atWORK has over 9000 users in South Africa.

Why risk profiling matters


Risk tolerance is a measure of how emotionally comfortable someone is with taking financial risk. Knowing a client’s risk profile can help an advisor to assess whether the client will be willing to allow their portfolio to diminish in the short term in return for the chance of bigger long-term returns.


Being a psychological trait, a client’s risk tolerance is best measured with a psychometric tool. Having a clear idea of how comfortable a client is with investment ups and downs allows an adviser to make sure a client doesn’t panic or, worse still, blame the adviser when a risk is realised.


Why Finametrica?


Developed by Organisational Psychologists at the University of New South Wales, Finametrica is not only more accurate than other risk profiling tools, it’s also much quicker. In only 15 minutes, an adviser can ascertain a client’s risk profile and compare it to over a million other profiles.


Finametrica was recently crowned both ‘Best Risk Profiling Solution’ at the WealthBriefing Swiss Awards 2020 and ‘Best Risk-Profiling Service for Advisers’ at the 2020 Professional Adviser Awards.


How it works


The integration will be welcomed by advisers who are already using Finametrica and by those who’ve never used risk profiling software.


  • atWORK has negotiated a discounted rate which means atWORK 6 users will pay less than they would if they signed up for Finametrica directly.
  • Advisers will be able to access all their planning tools from within atWORK 6, eliminating the need to fire up multiple programs.
  • The profiling results are included in the atWORK 6 reporting function, which will make advisers’ lives much easier.


In other words, the integration will save both time and money.


This is just the start


“atWORK 6’s embrace of ‘open systems’ allows seamless integration with third-party software from risk profilers, commission systems, anti-money laundering providers and much, much more,” explains Pierre Dippenaar who heads up software development for the firm. “We’ve got several new tools in the pipeline, including one that will make it a whole lot easier for clients to manage signing documents online.”

Source: Linda - Fin Communications
« Back to previous page Print this page » |

Breaking News »

Allianz Risk Barometer 2021: Covid-19 trio tops South Africa and global business risks

10th Allianz survey: Business interruption, Pandemic outbreak and Cyber incidents are the top three business risks for 2021 – all strongly interlinked. Cyber incidents, Business interruption and Pandemic ...
Read More »


Introducing our new eNews App

Insurance Gateway is thrilled to introduce our brand new electronic newspaper. The final product is available as both a mobile and desktop application. Our aim with the app was to develop an electronic newspaper ...
Read More »


Introducing Insure Cloud, your SaaS short term insurance platform

Stepping into the market   During the pandemic COVID-19 many industries along with the insurance sector experienced a time of uncertainty followed by a sudden change and growth in technological and digital ...
Read More »


Allianz Begins Eight-Year Worldwide Olympic & Paralympic Partnership

Official start of worldwide partnership with Olympic & Paralympic Movements Allianz expands local initiatives to engage and bring together athletes, teams, volunteers and fans in more than 200 countries Backs ...
Read More »


More News »


Healthcare »


Investment »


Life »


Retirement »

Advertise Here

From The Glossary »


Limits policy:

The restriction of the liability assumed by the carrier under the policy to a specified amount or amounts also called limit of liability.
More Definitions »






Contact IG


Media Pack


RSS Feeds

By using this website you agree to the Terms of Use.
Copyright © Insurance Gateway (Pty) Ltd 2004 - 2021. All Rights Reserved.