Ensuring investment suitability remains at the heart of the value that you bring to your clients. Having helped thousands of advisers, over many years, understand the risk level of their clients, we know accurate risk profiling helps you build longer, deeper relationships. A good understanding of your client’s risk level is paramount to enable them to achieve their goals.
Our Risk Profiling service is now available with new and improved screens as part of a rolling programme of significant technological upgrades – optimised for use on all of your devices, including your mobile phone and tablet. You can also quickly create a beautiful, bespoke new Risk Profile Report branded with your firm’s logo and your own choice of imagery. Report content can be personalised to the client using simple formatting options.