Timeline’s risk profiler is a questionnaire-based tool that assesses a client’s attitude to risk alongside their investing experience and knowledge. The system produces an overall score as well as a breakdown across three dimensions: investing experience, knowledge, and attitude. It also assesses capacity for loss using Timeline’s historical capital market data. Advisers and paraplanners are the primary users.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

This content is restricted

KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

OTHER PRACTICE AREAS: