How do I use the EV Income Risk Profiler?

A step-by-step walkthrough of EV income Risk Profiler.


This software features a range of questions to identify how comfortable your client is with the uncertainty of their income in retirement, along with a set of ESG question so you can better understand their preferences for ESG investing. To ensure a seamless suitability advice process, we have matched income risk-rated funds to your client risk profiles which are now available via our adviser portal.

The tool is now available for free introductory access for professional advisers, from now until autumn 2021.

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