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Ensure accurate and consistent risk profiling

Dynamic Risk Profiler is Distribution Technology’s proprietary risk profiling tool for accurately assessing an investor’s attitude to risk. The methodology is built on well established behavioural finance principles as well as original research commissioned by Distribution Technology.

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

For the institution, Dynamic Risk Profiler:

• Provides a consistent and flexible framework for supporting risk profiling across one or more 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, prompts valuable discussion, and facilitates agreement on a final risk profile
• Provides an important input into the process of making suitable investment strategy recommendations

For the client, Dynamic Risk Profiler:

• Enables an exploration of the different aspects of attitude to risk
• Encourages the client to engage in a more informed manner when making important financial decisions

Dynamic Risk Profiler enables greater understanding and visibility of the inputs to investment strategy and recommendations, which in turn builds longer and more meaningful relationships with clients.

Dynamic Risk Profiler datasheet

Interested?

Please contact us or your account manager for more information.