We want to understand our clients’ financial risk tolerance and capacity. The industry-leading Finametrica Risk Profiling System helps us do that.

Finametrica’s questionnaire focuses on the psychological factors relevant to financial decision-making in meaningful and easily-understood terms.

Please enter your name and email below to be taken to the secure Finametrica website to complete the questionnaire. It should take 10-15 minutes.

NOTE: Have you previously submitted the below form? If so, log in here with the information Finametrica emailed you.

First Name
Last Name
Company/Organization (If completing for your work retirement plan)
Questionnaire Version (Only choose 10 questions if Communitas requested that you do)
Preferred E-mail
  (Your username and password will be emailed to you)