Accurately risk profiling your client has never been so vital, ensuring the risk they take with their investments is at a level they’re willing and able to.
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.
Email clients an invite to complete the questionnaires on their own prior to a meeting, share screens or complete face to face as part of a hybrid financial planning process.