Platform Risk profiler 4+
For financial advisers only
Quilter Business Services Limited
Designed for iPad
-
- Free
Screenshots
Description
This app is for UK financial advisers only.
Getting your clients to understand and agree their ‘appetite for risk’ is one of the key stages in the investment process. The task of risk profiling and risk discussion can however be time consuming. Completing the client questionnaire, inputting the answers online and then discussing the results are typically done at separate times.
To make the whole process more efficient for you and your clients, this app does it all in one go. It allows you to complete the questionnaire, get the risk score and then discuss with your client what that risk score means, during a single meeting.
The agreed risk level can then be emailed back to your office for use with Quilter’s platform online investment tools.
What’s New
Version 4.3.4
• Updated financial figures
Ratings and Reviews
Time Saver
Excellent client facing risk discussion tool.
Would benefit from the facility to enter joint details (partners) at the same time - instead of one person at a time.
Looking forward to the iPad version with signature facility.
Skandia risk profile discussion
Great app. Works very well and I expect to use it extensively. I hope this is the first of many very useful applications from Skandia.
Useful compact little App
Had a brief play around with this app. Very useful, especially the Risk appetite what a way to manage your client expectations.
App Privacy
The developer, Quilter Business Services Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Quilter Business Services Limited
- Size
- 31.4 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 11.0 or later.
- iPad
- Requires iPadOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2023 Quilter Business Services Limited
- Price
- Free