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