EV Pro Risk
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About the provider
EV’s off-the-shelf psychometric questionnaire lets you identify a client's attitude to risk. It communicates investment risk in several ways, using visuals, illustrations and descriptions. Different scales are available and adviser’s can either use the EV risk questionnaires or configure it their own – or third party – questionnaire. Pro Risk lets the adviser email the questionnaire to clients ahead of any meetings. The Pro Risk gives in-depth detail into a client's results. Rather than simply issuing a blanket profile, the adviser can see whether a client sits towards the lower, middle or upper end of a profile.
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No integrations available for Back Office Systems
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