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Assess risk profiles, in the office or on the move

Our Risk Assessment Tool shows you how your client feels about risk, and suggests strategies for allocating assets across their investment portfolio.

As this is a Web App it works on all mobiles and tablets, including iPhone and iPad, so you can use it in the office or on the move. And once you've downloaded it onto your device, you can even use it offline.

Want to understand your client's attitude to risk? Try our Risk Assessment Tool.

Please bear in mind

The Risk Assessment Tool helps you easily capture your client's attitude to risk.

It's designed to give you an idea of risk ratings and asset allocation based on answers your client has provided. There are limitations with the Risk Assessment Tool. See our Frequently Asked Questions or, for more detailed information, download the Technical Guide.