Risk profiles made simple forfinancial advisors
With our easy-to-use tool, you can quickly and accurately assess your clients' risk profiles, allowing you to provide better advice and support to help them achieve their financial goals.
A digital risk assessment
Expertly designed for wealth management professionals
Our digital risk profiling questionnaire is the perfect tool for financial advisors looking to efficiently and accurately assess their clients' risk profiles. With a straightforward and user-friendly interface, our software provides actionable insights to help you make informed decisions and guide your clients towards their financial goals.
- An intuitive, simple interface to easily see your clients in one place.
- Behavioural analysis and market simulations to assess client risk profiles.
Risk report and complaince check
- Meet the strictest regulatory standards and identify behavioural blind spots.
Increase AUM by 3%
- Increase your client retention rate and grow your assets under management faster than competitors.
- The average advisor nets an extra $9000 a year in revenue using RiskMetrics.
Reduce time on compliance
- Meet your regulatory requirements, protect yourself from lawsuits and easily document and quantify clients' risk profiles.
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“By far the best risk assessment I have ever done and the report is stellar.”
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