Platform Risk profiler 4.3.3
Free Version
Publisher Description
Platform Risk profiler - This app is for UK financial advisers only.
This app is for UK financial advisers only.
Getting your clients to understand and agree their ‘appetite for risk’ is one of the key stages in the investment process. The task of risk profiling and risk discussion can however be time consuming. Completing the client questionnaire, inputting the answers online and then discussing the results are typically done at separate times.
To make the whole process more efficient for you and your clients, this app does it all in one go. It allows you to complete the questionnaire, get the risk score and then discuss with your client what that risk score means, during a single meeting.
The agreed risk level can then be emailed back to your office for use with Quilter’s platform online investment tools.
About Platform Risk profiler
Platform Risk profiler is a free app for Android published in the Accounting & Finance list of apps, part of Business.
The company that develops Platform Risk profiler is Quilter Business Services Limited. The latest version released by its developer is 4.3.3.
To install Platform Risk profiler on your Android device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2024-03-22 and was downloaded 5 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Platform Risk profiler as malware as malware if the download link to com.instinctstudios.RiskDiscussionTool is broken.
How to install Platform Risk profiler on your Android device:
- Click on the Continue To App button on our website. This will redirect you to Google Play.
- Once the Platform Risk profiler is shown in the Google Play listing of your Android device, you can start its download and installation. Tap on the Install button located below the search bar and to the right of the app icon.
- A pop-up window with the permissions required by Platform Risk profiler will be shown. Click on Accept to continue the process.
- Platform Risk profiler will be downloaded onto your device, displaying a progress. Once the download completes, the installation will start and you'll get a notification after the installation is finished.
