Products - Dynamic Risk Profiler

Accurately risk profiling investors is the single biggest issue currently facing investment advisers and financial institutions.

At Distribution Technology, we have our own proprietary asset model and risk profiling framework, which has most recently been developed in conjunction with Oxford Risk.

Risk profiling is a core element of the advice process. Our Dynamic Risk Profiler can be integrated into the fact find and needs analysis process, benefiting both the customer and the adviser. The results place the customer in one of 10 risk categories (1 (low risk) to 10 (higher risk)).

Key benefits:

For the institution, Dynamic Risk Profiler:

• Provides a consistent and flexible framework for supporting risk profiling across multiple business units
• Provides a robust and well researched process and audit trail

For the adviser, Dynamic Risk Profiler:

• Delivers the opportunity to understand a client’s attitude to risk in detail, facilitates agreement on a final risk profile and helps ensure suitable investment strategy recommendations.

For the client, Dynamic Risk Profiler:

• Encourages the client to engage in a more informed manner when making important financial decisions. Enables greater understanding and visibility of the inputs to investment strategy and recommendations, which in turn builds longer and more meaningful relationships with clients.

In addition, we offer a Fund Risk Profiling Service for Fund Managers.

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.

Positioning your funds within our unique 10 risk profile categories will:

• Make it easy for advisers to match your fund’s strategy risk rating with the customer’s requirements
• Improve your fund promotions to the service providers, networks, nationals, product providers and platforms, who use the Dynamic Planner® Risk Profiler.

If you are interested in Dynamic Risk Profiler, please visit our Adviser Resource Centre.

If you are interested in the iPhone version of Dynamic Risk Profiler, please visit iTunes