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Risk-Profile.online

Your licensee's risk questionnaire, online.

Risk-Profile.online interface preview

Risk-Profile.online puts the licensee’s approved risk questionnaire online without changing a word of it, so every client gets a profile that is scored the same way and holds up under review.

A risk profile has to match the instrument your licensee approved, be scored the same way every time, and leave a record a reviewer recognises.

Faithful to the paper form

Every question and answer option is reproduced verbatim, with the paper form's own scores and profile bands.

One scoring engine

The same scoring code runs in the browser and on the server, so the result can't be gamed or drift.

Paper-ready output

The PDF reproduces the completed questionnaire with the licensee's front pages, the overall score and the client's benchmark allocation highlighted.

  • New direction: mirrors the licensee's official Risk Profile Questionnaire question for question, instead of a proprietary instrument.
  • Now on a white-label domain, so clients never see a practice-specific address.
  • Completed profiles feed straight into the client's record in Client-Base.ai.

Who it's for

Advisers who need a clean, compliant risk-tolerance assessment for every client, on the licensee's own form.