Key features

Dynamic Risk Profiler was deisgned with advisers and their clients in mind:

• Intuitive and easy to use
• 5, 18 and 24 item questionnaires to assess your client’s attitude to risk
• Psychometric approach, with calibration from research conducted by DT and GfK NOP based upon a sample of 1,023 UK adults representative of the UK population
• Printable versions of the questionnaires for clients to fill in
• Analysis provides a value between 1 and 10 to represent the client’s attitude to risk
• Hiqh quality reports, including client’s likely profile characteristics for the selected risk level, such as:
  • an overview description
  • risk sensitivity
  • their financial awareness and knowledge
  • outlook
• Reports available in PDF and RTF (editable in MS Word) formats
• Reports saved with the client record for audit purposes
• Web-based so you can use the most current version of Dynamic Risk Profiler at any time from any computer with Internet access