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Risk Profiler
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    • Getting Started: Admins
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  • Risk Profiler
    • Frequently Asked Questions
    • EV Growth Risk Profiler
  • APIs
    • Frequently Asked Questions
      Back to home
      1. Knowledge Base
      2. Risk Profiler
      • EVPro
        • Getting Started: Admins
        • Getting Started: Advisers
        • Getting Started: Integration Partners
        • General
        • Risk
        • Invest
        • Goal
        • Solver
        • Review
        • User Guides
        • Video
        • EVPro Quick Tools
      • Quick Tools
        • Risk-Rated Fund Finder
      • Risk Profiler
        • Frequently Asked Questions
        • EV Growth Risk Profiler
      • APIs
        • Frequently Asked Questions

      Risk Profiler

      Learn more about our objective-based risk questionnaires to establish your clients’ attitude to risk, capacity for loss, and ESG preferences.

      Frequently Asked Questions

      • What does the risk scale within each risk category in Adviser Centre Risk Profiler show?
      • How are the risk descriptions created?
      • How do I collect and use information relevant to the risk assessment?
      • How else can EV help with assessing risk?
      • How do you deal with inconsistent responses to the questionnaire?
      • How do I assess the Risk level for a Trust?
      • What options are available to assess the Risk Profiles for a Joint Client?
      • Is management information stored and used for feedback?
      • How can I tell whether an investor is at the low or high end of any particular risk category?
      • How often should the questionnaire be completed?
      • What is the expected target market for using the risk questionnaire?
      • Why is age not included in the risk questionnaire?
      • Can I disagree with the result?
      • What unit of measurement do you use for attitude to risk?
      • Do they always work for every client?
      • How does the risk questionnaire work?
      • Is the questionnaire validated?
      • What are the limitations for use of the Risk Profiler Questionnaire?
      See more

      EV Growth Risk Profiler

      • Does this growth questionnaire meet the FCA requirements for quality?
      • How do I access my account?
      • How do I cancel my account?
      • Can I remove individual user accounts?
      • How do I add more user accounts?
      • How do I change my password?
      See more
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