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Confidently match client risk profiles with suitable risk-aligned funds using accurate toolsets

Group 11001

EV Risk Profiler

A psychometric questionnaire that enables you to accurately establish your clients’ attitude to risk. Identify how comfortable your client is with the volatility of their investment journey and communicate investment risk in an easy to understand way. This includes using a risk scale, clear descriptions and helpfully flags the chance of being in neighbouring risk categories.

Risk Profiler
Portfolio-Analyser

Portfolio Analyser

Intuitively analyse your client’s existing assets, considering fees, fund performance, their personal risk profile, and taxation. Use this information to deliver an optimised portfolio consisting of new and existing investments. You can explain the risks of new and existing assets, and show the likelihood of future performance, taking full account of charges and tax.

EV Investment Pathways

Empower your customers with total control to explore their retirement options. Including the ability to compare drawdown, cash, and annuity outcomes in a way that’s simple to understand, and meets your regulatory Investment Pathways obligations.

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Investment Pathways

 

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