Using Dynamic Planner’s award winning psychometric risk profiling questionnaires you can ensure nothing is lost in translation throughout your financial planning process with one definition of risk.

How our risk profiling works

  • Profile a client’s Attitude to Risk, Capacity for Risk and Investor Experience using easy questions for your client to understand, resulting in fewer inconsistencies in their answers
  • Email clients a link to complete questionnaires on their own, remotely
  • Accurately agree a final risk profile with your client. Then match it to one of 1,450+ risk profiled funds – including 130+ risk targeted investments, designed to remain at a set risk level
  • Use the same risk profile and assumptions within your cash flow planning

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 take throughout your whole process.

  • Easy to understand questions in Plain English
  • Clear output for discussion with clients
  • Optimised screens for hybrid advice
  • One definition of risk and consistent growth assumptions throughout
  • Post 2013, supported 1m + of your clients

Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation remote demo with a business consultant and experience the full functionality of Dynamic Planner.

“By using Dynamic Planner everything can be aligned, from a risk and an FCA perspective to simply tie everything together.”

Jack IgglesdenRadcliffe & Co

How does our Attitude to Risk questionnaire work?

First and foremost, it poses a question itself, ‘What are we measuring here?’ Answer: your client’s attitude to investment risk, which it breaks down into three parts: attitude to risk regarding financial gains; attitude to risk regarding losses; and finally, attitude to risk regarding the context of decisions reached.

How do those different elements together frame a client’s overall attitude to risk? Our questionnaire considers what can be termed drivers, constrainers and enablers, in relation to someone’s motivation to either take risk or feel inhibited when taking risk. It further accounts for someone’s different attitude structures and how people use them to make an evaluation. What are structures built on: logic, emotion or on observations / interactions from past experiences?

Our questionnaire encompasses all of this. We collaborate closely with leading academics from Henley Business School to incorporate new research and psychometric thinking into our risk profiling questionnaires. Prior to launch in early 2018, it was robustly tested using a large population set. Focus groups were also employed to help shape ultimately what you and your clients see when they begin the risk profiling process in Dynamic Planner today.

Want to know more about why we use a psychometric risk profiling questionnaire?

Watch this 45min recorded session hosted by Louis Williams, Head of Psychology and Behavioural Insights at Dynamic Planner encompassing how risk profiling fits into today’s wider financial planning and advice process.

View the recording

Get in touch

Not a Dynamic Planner user? We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze.

Powerful. Easy to use. Trusted by more than 6,500 advisers. Dynamic Planner is the one financial planning system you need to ensure investment suitability, increase efficiency and demonstrate value to your clients. Click on the hexagons below to find out more.

Client Profiling Review Cash Flow Research
Client Profiling Review Cash Flow Research