FinMason's FinScore™ is a proprietary risk assessment tool designed to help financial advisors and clients understand and align investment portfolios with individual risk tolerances. It assigns a score from 0 to 100, indicating the portfolio's sensitivity to market factors. This scoring system is based on FinMason's 16-factor macroeconomic model, providing a stable and long-term risk perspective. The scores correspond to standard risk categories:
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- 10 – Conservative
- 30 – Moderately Conservative
- 50 – Moderate
- 70 – Moderately Aggressive
- 90 – Aggressive
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FinScore™ is integrated into FinMason's FinScore FinPortal platform &APIs, which guides clients through a series of portfolio comparisons to determine their comfort with various risk-reward scenarios. This interactive process helps clients, regardless of their financial background, visualize and comprehend the potential outcomes of different investment strategies. Advisors can then tailor investment proposals that align with the client's identified risk tolerance, enhancing client engagement and trust.
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