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Risk-Profile.ai

Defensible risk profiles in minutes.

Risk-Profile.ai interface preview

Risk-Profile.ai gives every client a risk profile that holds up under review — consistent, capacity-aware, and tied to the answers that produced it.

A risk profile has to be consistent, capacity-aware and defensible — not just a number a client picked off a form.

Validated instrument

A 14-question assessment scored the same way on the client and the server, so the result can't be gamed.

Capacity capping

The client's own estimate can only lower the calculated profile, never inflate it.

Consistency checks

Flags contradictory answers in real time, with adviser-branded links and e-sign return.

Who it's for

Advisers who need a clean, compliant risk-tolerance assessment for every client.