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Platform Risk profiler

Platform Risk profiler

For financial advisers only

3 ratings
11 reviews
💼 Business
💰 Finance

Details

  • Released
  • Updated
  • April 10, 2012
  • June 18, 2026

Features

Developer

Quilter Business Services Limited
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Platform Risk profiler screenshot #1 for iPhone
Platform Risk profiler screenshot #2 for iPhone
Platform Risk profiler screenshot #3 for iPhone
Platform Risk profiler screenshot #4 for iPhone
iphone
ipad
⭐11
Reviews↘︎
❓8 answered
FAQ↘︎
📦~ in 3 months
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About

Streamline the investment process for UK financial advisers by completing client risk profiling and discussions in a single meeting. This tool helps assess a client's appetite for risk, generates a score, and facilitates immediate discussion, with the option to email results back to the office.

✓Single-meeting risk profiling
✓Client risk appetite assessment
✓Instant risk score generation
✓Facilitates client discussion
✓Email results to office
✓Integrates with Quilter's platform
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What's New in Platform Risk profiler

4.4.0

June 18, 2026

• Updated financial figures

User reviews

Most RecentHighest RatedLowest Rated

Keeps freezing

This is a fantastic app, however it continues to freeze at the point of getting the client signature. This needs fixing ASAP.
RvsyRvsy

IFA

Very useful tool to have access to if required in addition to a robust discussion.
spudette1972spudette1972

Average

As an IFA you should already have a robust risk assessment in place and this App is not the solution and it won't derisk your business either. Good try but average at best.
LosZorrosLosZorros

Risk Profiler

Excellent bit of work from Skandia. Another good reason to get an iPad!
Douglas BaderDouglas Bader

Not sure

Great app for supplying the risk rating, but unable to email or export the report once completed, unlike the Distribution Tech app.
BristleyBristley
See 6 more reviews

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FAQ

What is Platform Risk profiler used for?

Platform Risk profiler is designed for UK financial advisers to efficiently assess a client's appetite for risk. It allows for completing questionnaires, obtaining risk scores, and discussing results with clients all within a single meeting.

Is Platform Risk profiler available for all financial advisers?

No, this application is specifically for UK financial advisers only. It is intended to streamline the investment process for this professional group.

How does Platform Risk profiler improve efficiency?

It consolidates the risk profiling process into one meeting, eliminating the need for separate sessions to complete questionnaires, input answers, and discuss results. This saves time for both the adviser and the client.

Can I send the client's risk assessment results to my office?

Yes, the agreed risk level can be emailed back to your office. This facilitates seamless integration with Quilter’s platform online investment tools.

What devices support Platform Risk profiler?

Platform Risk profiler is supported on iPhones, iPads, and iPods, making it accessible on various Apple mobile devices.

How often is Platform Risk profiler updated?

The latest version is 4.4.0, and the app was last updated on June 18, 2026. This indicates a commitment to ongoing development and maintenance.

Does Platform Risk profiler have ads?

No, Platform Risk profiler does not contain advertisements. Users can expect an uninterrupted experience focused on their financial advisory tasks.

What is the user rating for Platform Risk profiler?

Platform Risk profiler has a strong user rating of 4.3 stars based on 3 ratings. This suggests a positive reception among its users.