RISK PROFILING & MANAGEMENT

“When advisers carry out fact finding with clients it's important to ensure they have a robust means of questioning and validating a clients understanding around investment risk and capacity for loss, preferences around ethical investing and much more…?

Acutus™ understand firms want to be able to deal with this area in modern ways by completing risk profiling by email, mobile devices, either face to face or remotely (important where offering a non face to face advisory service).

We seamlessly help and allow advisory firms to deal with risk profiling how they wish.  Where done electronically, time can be saved by the risk profiling results report saving directly into a firms back office client folder.

It is very important that your risk profiling process is built into your business, advice processes, centralised investment and platform research tools as well as your suitability reports both at the initial and ongoing advice stages.  It is for these reasons that we offer service modules to cater for needs holistically.  

We supply firms with white labelled - risk profile questionnaires, marketing material, client servicing documents, investment and platform proposition brochures.

Once competency is achieved in risk profiling, you can then move onto research mapping results from risk profiling into your investment offering and solutions.

Through our investment and platform proposition service module we help your firm create investment solutions designed and built that are mapped to fit risk profile software & research software.  Where relevant your investment solutions can then continually mirror your firms clients risk profile, saving time at initial advice stage and for ongoing reviews, whilst also reducing business risk and increasing profitability.

Why not take a look at our brochure and wider support material via our Info & Brochures website page.

 

You should be aware that investments carry varying degrees of risk and as their underlying value can fall as well as rise you clients may not get back the full amount invested.

 

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