Steve Turner, Director, Rapport Financial Planning
We started using Distribution Technology because we really liked the risk profile questionnaire. We believe that when determining a client’s approach to risk and capacity for loss, it is the conversation that is the most important element. We’ve been using the Distribution Technology risk profiler with great success for over 3 years however the new Risk Profiler app is on another level.
The ability to use the app offline and to scroll through the various risk levels has made risk profiling far more interactive and engaging for the client. To then be able to generate the client report on the spot with the client signature is a real time saver. The whole process is simple and effective.
Thank you DT!