What does Risk Explorer do?

Risk Explorer is a risk profiling and asset allocation tool for use in the financial services sector, designed to assist advisers determine their client’s risk attitude with automatic risk profiling of investments, clearly demonstrating the suitability of a chosen recommendation.  

The tool allows users to 

  • Record client information 

  • Ascertain their client’s financial goals 

  • Assess the client’s attitude to risk and capacity for loss 

  • Create and view managed investment portfolios 

  • Build an investment recommendation for the client 

  • Create a report to demonstrate research outcome and reasoning