The risk profiler provided by Evalue comprises a psychometric questionnaire to help you establish your client’s attitude to risk. It communicates the investment risk in several ways – visual use of a risk scale, written descriptions and also illustrates the chance of being in neighbouring risk categories. Data is also included in respect of the client’s capacity for loss and, importantly, their investment timeframe which pays heed to FCA practice.
When a client’s risk profile has been generated, an optimised asset allocation mix is automatically produced. This optimised asset allocation will vary depending on the client’s investment time horizon.
The client’s risk profile results are automatically shown within other EValue financial planning tools.
A full audit trail of all completed questionnaires is maintained to support your compliance requirements.
Further details of the tool can be seen by clicking on the FAQ link when you access the tool via the Advance Platform
The Funds Risk Assessor tool provided by Evalue helps you to understand the risk exposure of individual fund(s) and/or a portfolio of funds.
What will it do for you and your clients?
Further information can found through logging in to the Advance platform.
The addition of Accidental Death Cover, provided by Zurich Assurance Limited, could help give your clients added peace of mind.Learn More