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EValue Risk Profiler
Value for money
Based on 39 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.
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.
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
Integrates One Way
Integrates Both Ways