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Suitability Profiling

We have put together user scores and reviews, a checklist of integrations and we give our own NextWealth view on each of the principal suitability profiling tools listed below. Click on a product name to see more, and if you have come across another good tool that you think we should cover here, please contact us.

A2Risk

A2Risk was created in 2006 with the first ATRQ System Attitude to Risk Questionnaire. Since then A2Risk provide questions which can either be utilized in a paper format or integrated onto a website. The accompanying expertise can support the digital...

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Defaqto Engage

End-to-end financial planning software Defaqto Engage combines risk profiling with whole of market integrated investment, product and platform research that ensures all recommendations can be successfully transacted. A built-in suitability report writer helps to reduce the amount of time spent on...

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Dynamic Planner

Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. It is used by thousands of advisers and helps them ensure investment suitability, increase efficiency and demonstrate value to their clients. Dynamic...

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EValue Risk Profiler

EValue’s off-the-shelf psychometric questionnaire lets you identify a client's attitude to risk. It communicates investment risk in several ways, using visuals, illustrations and descriptions. Different scales are available and adviser’s can either use the EValue risk questionnaires or configure it...

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FinaMetrica Profiler
(PlanPlus)

PlanPlus Global’s SuitabilityPro™: FinaMetrica Profiler is a new higher standard in assessing and evidencing the suitability of mapping investment products and services to investors’ needs. It is the first in a series of software developments that comprises the suite of solutions under the SuitabilityPro banner.   SuitabilityPro™: FinaMetrica Profiler is built on...

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Oxford Risk

Founded in 2002 by leading decision-science academics from Oxford University, we are experts in behavioural finance and financial well-being. We provide suitability software that leverages behavioural-science to improve both investor and investment management. Our software provides a bridge between investment-risk analytics...

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League Table: Suitability Profiling

Our league table ranks the Suitability Profiling providers in order of the user's willingness to recommend. The rating is provided from the user reviews we have received. To be included providers must have received a minimum of 20 reviews.
1
3.92
Based on 92 reviews
2
3.79
Based on 58 reviews
3
3.78
Based on 176 reviews

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