A2Risk provides a risk profiling tool for financial advisers based on psychometric principles. It uses a questionnaire to assess a client’s attitude to risk and their capacity for loss. The system then generates a detailed report to help advisers evidence suitability.

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: