• Home
  • News
    • People moves
    • Africa
    • Asia
    • Australia
    • Canada
    • Caribbean
    • Domicile
    • Europe
    • Latin America
    • North America
    • Middle East
    • US
    • US
    • UK
  • Products
    • Funds
    • Pensions
    • Platforms
    • Insurance
    • Investments
    • Private Banking
    • Citizenship
    • Taxation
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Directory
  • Video
  • Advertise with us
  • Directory
  • Events
  • European Fund Selector
  • Newsletters
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
  • Advertise with us
  • Directory
  • Events
    • Upcoming events
      event logo
      International Investment Nordic Forum 2021

      International Investment is delighted to announce the 2021 International Investment Nordic Forum which will take place on Tuesday March 9, at 9am (GMT). This curated virtual event will be broadcast live and will feature a series of fund manager interviews and presentations, as well as interviews with some of the Nordic regions top fund selectors.

      • Date: 09 Mar 2021
      • ONLINE, ONLINE
      View all events
  • European Fund Selector
International Investment
International Investment

Sponsored by

Sharing Alpha
  • Home
  • News
  • Products
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Video
  • Fintech

Old Mutual International creates risk profiler app for advisers

Old Mutual International creates risk profiler app for advisers
  • Christopher Copper-Ind
  • @intlinvestment
  • 28 November 2018
  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  

Old Mutual International, part of Quilter, has released a new risk profiling app for financial advisers to help them assess a client's attitude to risk and then discuss that level of risk with their clients, in a single meeting.

The risk profiler allows an adviser to submit their client's answers to a set of 11 questions with the app then calculating a suggested risk profile score of between 1 and 5, with 5 representing the highest risk.

Related articles

  • IoM’s Hansard and Fidelity co-launch risk analysis tool for advisers
  • Karen Blatchford to succeed Scott Goodsir as distribution director of Quilter's UK platform
  • Quilter hosts international wealth transfer webinar
  • Skandia UK launches iPad app for assessing risk appetite

Some of the questions ask about what their expectations are for their future earnings over the next five years and whether they have an emergency fund to use in the case of a big unforeseen cost.

The tool will help advisers explain to their clients the risks and potential outcomes of differing investment strategies and will help advisers manage client expectations of returns. The adviser can then agree with the client their preferred risk level, add any additional comments and then email themselves a PDF summary of the results and save it on their client's file for audit purposes.

For those advisers seeking greater flexibility and efficiency when assessing a client's attitude to risk, the new app will deliver real benefits, as it enables the adviser to go through the questionnaire and discuss the results, all in one go and in any location.

Technology like this app is increasingly becoming an integral part of an international adviser's business. According to a recent survey of 180 respondents from the international adviser community across the UK, Europe, Middle East and Asia, commissioned for Old Mutual International, found that just 2% of advisers believe technology does not help their business.

Karen Blatchford, head of proposition at Old Mutual International said: "We're committed to investing in technology to meet the needs of international financial advisers and their clients, and our new risk profiler app is an example of this.

"Analysing a client's attitude to risk is a key step for international advisers looking to put a robust and repeatable investment process in place. Our new app streamlines this process by allowing advisers to conduct a risk profile in just one session, rather than completing a questionnaire and then discussing the risk score at a later date, ultimately making the process more efficient."

Old Mutual International's risk profiler app is now available and is free for advisers to download from the App Store and Google Play.

  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  
  • Topics
  • Fintech
  • Old Mutual International
  • Google

More on Fintech

Comment: Tesla, Bitcoin and the implications for the funds industry

  • Comment
  • 11 February 2021
Australia's Milestone Group launches Asia-Pacific institutional asset solution

  • Fintech
  • 02 February 2021
Blockchain offers 'burgeoning' investor opportunities, finds Invesco report

  • Fintech
  • 01 February 2021
WisdomTree expands thematic range with cybersecurity UCITS ETF

  • Fintech
  • 28 January 2021
Digital switch must accelerate to meet demand: iPensions Group

  • Fintech
  • 15 January 2021
Back to Top

Most read

EU removes Barbados from blacklist of 'non-cooperative' jurisdictions
EU removes Barbados from blacklist of 'non-cooperative' jurisdictions
Global UHNWI population to grow by 27% over the next five years: Knight Frank
Global UHNWI population to grow by 27% over the next five years: Knight Frank
J.P. Morgan Asset Management launches Global Income Sustainable Fund
J.P. Morgan Asset Management launches Global Income Sustainable Fund
Comment: Four key issues powering the renewable energy revolution
Comment: Four key issues powering the renewable energy revolution
Amati Global Investors launches strategic metals fund
Amati Global Investors launches strategic metals fund
  • Contact Us
  • Marketing solutions
  • About Incisive Media
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading