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About the profiler

More than twenty-five years in the making, this robust attitude to risk questionnaire is one of only a handful that supports 5, 7 or 10 risk profiles.

Our Risk Profiler takes a unique and fresh approach to ensure that your clients understand the level of risk that they are willing and able to take. With a realistic and quantifiable approach, Risk Profiler amply tackles MiFID II compliance, ensuring that you quickly and diligently meet your client’s investment suitability.


Pricing

£15 +VAT per adviser per month.

 

What happens next?

Once the form has been completed, our support team will begin setting up your account. Your card will automatically be charged and you will be then be billed monthly in advance for all live user logins. 

So that we can get your account set up quickly, please complete the form, noting your primary contact details and associated user email addresses. 

 

Why do we need this?

A primary contact is required as this will be the address to which all communications relating to account management, product updates or service availability will be directed and will be required to confirm identity when contacting the EValue support service.

Once we have received these details, we'll have your account ready within three working days. We'll send you an email to confirm that it's ready to use.

 

What else?

You'll notice you have the option to choose the number of risk profiles. If you're not sure which option to select, we'd recommend choosing the 10 risk profile questionnaire.

If you'd like to add or remove users after initial setup, please visit our FAQs to contact our support team.