Why Dynamic Risk Profiler?

Risk profiling is a core element of giving advice, and Dynamic Risk Profiler can be easily integrated into your client fact find and needs analysis process, benefiting both the client and yourself.

For you, Dynamic Risk Profiler:

• Delivers the opportunity to understand a client’s attitude to risk in detail, prompts valuable discussion, and facilitates agreement on a final risk level
• Supports the process of making suitable investment or retirement strategy recommendations
• Enables a consistent and auditable record of the risk analysis
• Provides a high quality report for your clients, including informative graphics

For your client, Dynamic Risk Profiler:

• Enables an exploration of the different aspects of attitude to risk
• Encourages the client to engage in a more informed manner when making important financial decisions

The risk profile output from Dynamic Risk Profiler provides the opportunity for you to enter into a discussion with your clients regarding their risk attitude and together reach an agreement on a final risk profile on which investment strategy recommendations are based. It should be remembered that all clients are different and the profiles are only summaries of how an individual with a particular risk profile might feel. Specific responses to questions may be different from the standard profile and these are worth discussing with the client. The discussion resulting from the output risk profile is as important as the Dynamic Risk Profiler output itself, as discrepancies between this and the client’s ideas can be smoothed out and agreed.

Dynamic Risk Profiler enables greater understanding and visibility of the inputs to investment and retirement strategy and recommendations, which in turn builds longer and more meaningful relationships with clients.