App Profile: Platform Risk profiler
Android / Games / Puzzles
Platform Risk profiler
Installs:
Rating:
0.00
Total Reviews:
0
Top Countries:
GB, ZA, IE
< $5k
/mo
< 5k
/mo
Reviews: What People Think About Platform Risk profiler
About Platform Risk profiler
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 Old Mutual Wealth’s online investment tools.
www.oldmutualwealth.co.uk
Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited are registered in England & Wales under numbers 1680071 and 4163431 respectively. Registered Office at Old Mutual House, Portland Terrace, Southampton SO14 7EJ, United Kingdom. Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority. Old Mutual Wealth Life & Pensions Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financial Services register numbers are 165359 and 207977 respectively.
VAT number 386 1301 59.
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 Old Mutual Wealth’s online investment tools.
www.oldmutualwealth.co.uk
Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited are registered in England & Wales under numbers 1680071 and 4163431 respectively. Registered Office at Old Mutual House, Portland Terrace, Southampton SO14 7EJ, United Kingdom. Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority. Old Mutual Wealth Life & Pensions Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financial Services register numbers are 165359 and 207977 respectively.
VAT number 386 1301 59.
File size: 31371264
Launched countries: GBUSAUCACNFRDEITJPKRRUDZAOARATAZBBBYBEBMBRBGCLCOCRHRCZDKDOECEGSVFIGHGRGTHKHUINIDIEILKZKEKWLBLTLUMOMGMYMXNLNZNGNOOMPKPAPEPHPLPTQAROSASGSKSIZAESLKSECHTWTHTNTRAEUYUZVEVN
Minimum OS version: 11.0
Release Date: 1334041200000
Published by Quilter Business Services Limited
Website url:
Publisher country: United Kingdom
Related Apps
