Our online Portfolio Builder is the fast, simple way to match your clients attitude to risk to customised investment solutions.
Now our new Risk Profiler app lets you carry out the first part of the process – assessing each clients attitude to risk – wherever you are.
Once youve downloaded the app, via the online Portfolio Builder, its on your iPhone whenever you need it. You simply ask your clients a set of 11 questions and input their answers. The app then evaluates their responses and gives them a risk score. The results upload automatically to the online Portfolio Builder and you can then identify the most suitable investment options.