This beautifully simple app, not only gives access to all of the available attitude to risk and capacity questionnaires; but also to a list of your clients and their contact information, allowing you to phone or email them directly using the details you already hold in Dynamic Planner.
You can also create client records directly from the app. Using as little as their name and date of birth, you can create a new client record and then select and take a questionnaire. All the information will be saved back to Dynamic Planner, either immediately if you are online, or later if you are working offline without an Internet connection or privately with a client.
There are several aspects to investment risk; how someone feels about taking risk, how much risk they can afford to take and the risk of not achieving a particular goal or objective.
This risk profiler provides access to questionnaires which assesses how someone feels about taking risk and their capacity to take risk. It provides high level descriptions, designed to help judge whether someone is comfortable with the resulting risk level.
The application highlights any answers that are inconsistent with the overall risk profile to allow for comment or discussion.
Please note that this risk profiler is designed to be used by an adviser using Dynamic Planner.
The provision of this Services by Distribution Technology does not include and shall not be construed or interpreted to include the provision of Financial Advice from Distribution Technology.