Products - Dynamic Risk Profiler

Accurately risk profiling investors is the single biggest issue currently facing investment advisers and financial institutions. The consequences of not doing it or getting it wrong can be severe for the investor, adviser and institution.

Risk profiling is a core element of the advice process, and Dynamic Risk Profiler can be integrated into the client fact find and needs analysis process, benefiting both the client and the adviser.

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.

If you are interested in an off-the-shelf version of Dynamic Risk Profiler, please visit our Adviser Resource Centre.