Changing the landscape of risk profiling technology
We are thrilled to announce that we are now the UK's number one provider of risk profiling financial adviser tools, with 25% of the UK financial adviser market using our technology, which equates to an incredible 67% increase in adviser usage from 2020 to 2021.
The chart below shows the increase in risk profiling tools used for the UK’s top 3 technology systems.
Source: The Lang Cat | State of the Adviser Nation report, Jan 2022. *From a total of 445 financial advisers surveyed between September and October 2021.
Ready to take your risk mapping to the next level?
Delivering robust risk-mapping capabilities in your adviser tools will go a long way to demonstrating suitability for your clients. And if you want to take your risk mapping to the next level within your Centralised Investment Proposition (CIP) or Centralised Retirement Proposition (CRP), then look no further than our complete, end-to-end financial planning tool, EVPro.
EVPro complements the free-to-use tool with access to the whole market for a full risk mapping experience. And if you want to see how you can deliver better risk mapping for your clients. Then, why not book your one-to-one demo of EVPro, by clicking the link below.
In recent times, risk profiling methodology has moved on to accommodate objective-based outcomes and enable easier implementation within the advice journey. However, what’s vital in 2022 and beyond is being geared up to pinpoint which fund will provide a sustainable income level and navigate market volatility at your client’s acceptable level of risk.