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.
HIGH-LEVEL FUNCTIONALITY
KEY FUNCTIONALITY
NUMBER OF FIRMS, USERS & KEY ACCOUNTS
INSIGHTS:










