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Home Suitability Profiling EValue Risk Profiler

Willingness to recommend

3.67/5

Based on 55 reviews

EValue Risk Profiler

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Value for money

4.05/5

Support

3.95/5

Integrations

3.76/5

Based on 21 reviews

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 their own – or third party – questionnaire. Risk Profiler lets the adviser email the questionnaire to clients ahead of any meetings. The Risk Profiler gives in-depth detail into a client's results. Rather than simply issuing a blanket profile, the adviser can see whether a client sits towards the lower, middle or upper end of a profile.

NextWealth view

EValue's risk profiling solution is mostly used by advisers via platform but some advisers also access their tools directly. While 78% of advisers say they use risk profiling tools, 9% of these say they use EValue. A further 8% say they use on platform tools, but we can't be sure how many of those are using EValue tools. EValue gets pretty good reviews, though they score slightly below the average of 7.2 out of 10. The 34 advisers that rated EValue gave them a score of 7 out of 10 on willingness to recommend.

Integrations

3.76/5
Based on 21 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Practice Management System
Research

No integrations available for Cash Management

No integrations available for Cashflow Modelling

No integrations available for Client Portal

No other integrations available.

No integrations available for Platform

No integrations available for Practice Management System

No integrations available for Research

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for EValue Risk Profiler
4/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
Ease of use
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
it is an ok risk profiling tool
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
Very costly to get hold of more detailed asset allocation models
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Long term user and have no issues
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
3/5
Service
"Only just adopted
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
It's ok
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
"Simple
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Very good tool
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
takes into account timescales of investing
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
5/5
Service
Uses time based asset allocations
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
Good value
Anonymous March 2020
3/5
Willingness to recommend
2/5
Integrations
4/5
Value for money
2/5
Service
"Hindered by risk outcomes
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
Functional without being outstanding.
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Easy to use and understand
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
5/5
Service
good service
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
4/5
Service
Occasional issues
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
5/5
Service
Good value
Anonymous March 2020
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