Support your clients by matching your products to customer risk profiles
We understand it’s important to position your multi-asset funds appropriately along a robust risk scale, so advisers can efficiently select the most suitable investment portfolios for their clients.
Using the same underlying principles used for our adviser based risk questionnaires, we help you complete the circle of allowing advisers to seamlessly match your products with their clients risk profiles.
What are the benefits?
Increase assets under management
as advisers quickly and easily matching your risk-rated funds to their clients’ risk profiles.
with advisers as your risk rated funds appear within our adviser tools and solutions.
and robust risk-rated fund propositions that support the delivery of suitable and compliant advice.