No other risk profiling process can compare with the market-leading experience of Dynamic Planner, which post-2013 has successfully supported more than one million clients. Questionnaires comprehensively cover your client’s attitude to risk, their capacity for risk and their investor experience.
We collaborate closely with leading academics from Henley Business School to incorporate new research and psychometric thinking into our risk profiling questionnaires.
In 2020, many firms used the ability to email clients an invite to complete the questionnaires on their own, prior to a meeting – saving time; enabling part of the process to be completed safely remotely; and allowing subsequent discussion to focus on investment suitability. When it is safe to do so, the Dynamic Planner Risk Profiling app enables you to complete the process interactively with a client face-to-face.