Morningstar is increasingly investing in financial planning tools to aid in your risk tolerance assessment. In spring 2020, Morningstar announced the acquisition of PlanPlus Global, which included FinaMetrica’s advanced risk profiling system. We are now pleased to announce Morningstar Advisor Workstation will be upgrading to FinaMetrica as the new Morningstar standard risk tolerance questionnaire (RTQ) within the Investment Planning Tool replacing the current RTQ. Join Thomas Aviles, Vice President of Business Development- Financial Planning, for an overview and demonstration of the Risk Tolerance Questionnaire of the enhanced workflow and output.