Our Fund Risk Profiling Service helps you to work more effectively with advisers by making the most of your existing fund range and new funds under development.
Over 30,000 financial advisers in the UK are registered to use our risk profiling and asset allocation technology.
At Distribution Technology, we have our own proprietary asset model and risk profiling framework, developed in conjunction with Oxford Risk, a leading provider of risk psychology solutions.
Our risk profiling module is at the core of the financial planning advice process – giving advisers the opportunity to understand a customer’s attitude to risk in detail and assign a single risk category from 1 (low risk) to 10 (high risk). This helps the adviser recommend an asset allocation strategy for that customer’s risk category and then select the appropriate funds or model portfolios.
That’s why our risk profiling is so popular with advisers, their companies, networks and service companies, as well as product providers and platforms. And why it can be helpful for them to understand how your funds compare to our risk categories.
Positioning your funds within our unique 10 risk profile categories will:
There are two ways that we can help you:
Click here to see how we have helped our asset manager clients.
Please contact us, to find out how we can enrich your customer relationships.