Client risk profiling
as it should be
Getting your clients' investment risk profile right is important. We can help you do it better.
We make better investment advice look easy
On average, users have reported the following impact post-integration
+19
20%
3hr
70%
Download our free Risk Profiling Guide
Best Practices and considerations for conducting accurate investment risk profiling. Download our free PDF.
A robust set of features
Simplified yet technologically advanced. Quick yet thorough. The RiskScience platform contains the following features:
NPS+ client journey
Our simplified risk calculator enables a much nicer customer journey than most existing risk profiling systems.
Instant results
Risk profiling results are available to clients and advisors instantly. Advisors can also see the underlying inputs by logging in to the platform.
Rooted in FCA guidance
Our system has been built from the ground up based on FCA COBS 9.2.2.R principles.
Super Secure Data
All data is stored on secure cloud servers using GDPR-compliant practices.
No-code integration
Integration with your existing business practices is simple and requires little to no tech input from your side.
Statistical Reporting
*Coming Soon* V1 includes number of users and number of completed user journeys. V2 will include a host of other user reports.
Take your investment risk profiling to the next level
Fill in our enquiry form below and one of our sales team will be in touch or you can email: sales@riskcience.co
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