# Platform Risk profiler — For financial advisers only

> Financial adviser tool for efficient client risk profiling and investment discussions. (iPhone/iPad app by Quilter Business Services Limited.)

- Source: https://appshunter.io/ios/app/platform-risk-profiler/id516027958 (this page in markdown: same URL + `.md`)
- Developer: [Quilter Business Services Limited](https://appshunter.io/developer/516027961)
- Category: Finance, Business
- Price: Free
- Rating: 4.33/5 from 3 App Store ratings · 11 written reviews indexed
- Age rating: 4+
- Requires: iOS 11.0 · 30 MB
- Languages: American English
- Released: 2012-04-10
- Data updated: 2026-08-24
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/platform-risk-profiler/id516027958/reviews.md

## What is Platform Risk profiler?

This app is for UK financial advisers only.

Getting your clients to understand and agree their ‘appetite for risk’ is one of the key stages in the investment process. The task of risk profiling and risk discussion can however be time consuming. Completing the client questionnaire, inputting the answers online and then discussing the results are typically done at separate times.


To make the whole process more efficient for you and your clients, this app does it all in one go. It allows you to complete the questionnaire, get the risk score and then discuss with your client what that risk score means, during a single meeting.


The agreed risk level can then be emailed back to your office for use with Quilter’s platform online investment tools.

## Key features

- Single-meeting risk profiling
- Client risk appetite assessment
- Instant risk score generation
- Facilitates client discussion
- Email results to office
- Integrates with Quilter's platform

## Recent user reviews (10 of 11)

All indexed reviews: https://appshunter.io/ios/app/platform-risk-profiler/id516027958/reviews.md

### 3/5 — Keeps freezing

*2012-11-05*

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

### 5/5 — IFA

*2012-08-28*

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

### 2/5 — Average

*2012-04-25*

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.

### 5/5 — Risk Profiler

*2012-04-18*

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

### 3/5 — Not sure

*2012-04-18*

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

### 5/5 — Skandia risk profile discussion

*2012-04-17*

Great app. Works very well and I expect to use it extensively. I hope this is the first of many very useful applications from Skandia.

### 5/5 — Great little app.

*2012-04-13*

Great app that makes risk calculations so much easier.

### 5/5 — Useful compact little App

*2012-04-12*

Had a brief play around with this app. Very useful, especially the Risk appetite what a way to manage your client expectations.

### 5/5 — Excellent

*2012-04-11*

Very impressed with this. Simple to use and perfect for utilising with clients.

### 5/5 — Good job

*2012-04-11*

Great app - does exactly what it says on the tin!

## Frequently asked questions about Platform Risk profiler

### 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.

## Version history (last 5 releases)

### 4.4.0 — 2026-06-18

• Updated financial figures

### 4.3.9 — 2026-03-18

• Updated financial figures

### 4.3.7 — 2025-09-19

• Updated financial figures

### 4.3.6 — 2025-03-24

• Updated financial figures

### 4.3.5 — 2024-12-16

- Updated financial figures

## More apps by Quilter Business Services Limited

- [Quilter](https://appshunter.io/ios/app/quilter/id1571286003)
- [Quilter Cheviot](https://appshunter.io/ios/app/quilter-cheviot/id6451244008)

All apps by Quilter Business Services Limited: https://appshunter.io/developer/516027961

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-24.*
