News & events

Distribution Technology launches Dynamic Risk Profiler for leading advisory companies

Distribution Technology the UK’s leading provider of financial advice software, today announces the launch of its stand alone risk profiling tool, Dynamic Risk Profiler, available through their Adviser Resource Centre at www.dynamicplanner.com. Commercial agreements are already in place with three intermediary financial service companies: threesixty, LighthouseGroup and Paradigm; to supply Dynamic Risk Profiler to their associated advisers.

Dynamic Risk Profiler is a web-based psychometric risk profiling tool that has been based upon research produced by The Psychometric Centre. It allows advisers to analyse their clients’ attitude to risk in a straightforward but powerful manner, using a range of psychometric questionnaires, and then provide clients with a view of the consequences of their decision through the production of expected gains and losses based upon clients’ risk choices. The tool supports effective and compliant advice as it allows a record to be saved and printed for the client file.

Dynamic Risk Profiler offers advisers the ability to leverage the latest risk profiling technology in a stand-alone application, allowing it to be easily adopted into a wide variety of advice processes.

Ben Goss, CEO of Distribution Technology, commented:

Distribution Technology is delighted to be able to support IFA firms in this fashion, especially such key firms as Paradigm, threesixty and LighthouseGroup. We believe that Dynamic Risk Profiler offers firms, advisers and their clients significant benefits in the key area of establishing and documenting clients’ attitude to risk.