Having helped thousands of advisers, over many years, understand the risk profile of their clients, we know how important accurate risk profiling is in building longer, deeper relationships. A thorough, structured conversation about financial risk with your client helps build trust in your relationship and a good understanding of your client’s risk profile is paramount to enabling them to achieve their goals.
The Dynamic Planner Risk Profiling service is now available in 2020 with new and improved screens, as part of a rolling programme of significant upgrades – optimised for use on all of your devices, including mobile and tablet. You can quickly create a beautiful, bespoke Risk Profile Report, branded with your firm’s logo and your own choice of imagery. Plus, report content can be personalised to your client using simple formatting options.