About 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...
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.
Previous Versions
Here you can find the changelog of Platform Risk profiler since it was posted on our website on 2016-11-03 10:35:48.
The latest version is 4.3.3 and it was updated on 2024-04-22 14:16:43. See below the changes in each version.
Platform Risk profiler version 4.3.3
Updated At: 2024-03-22
Platform Risk profiler version 4.3.0
Updated At: 2023-08-11
Changes: • Performance improvements
Platform Risk profiler version 4.2.13
Updated At: 2023-06-19
Changes: • Updated financial figures as at June 2023
Platform Risk profiler version 4.2.12
Updated At: 2023-03-16
Changes: • Updated financial figures as at March 2023
Platform Risk profiler version 4.2.7
Updated At: 2022-04-04
Changes: . Updated financial figures as at March 2022
Platform Risk profiler version 4.2.6
Updated At: 2022-02-22
Changes: . Fixes issue where the app will show a white screen after the splash screen and nothing else
Platform Risk profiler version 4.2.3
Updated At: 2021-12-07
Changes: . Updated Financial Figures as at December 2021
Platform Risk profiler version 4.2.2
Updated At: 2021-10-07
Changes: . Updated financial figures as at October 2021
Platform Risk profiler version 4.2.1
Updated At: 2021-06-29
Changes: . Updated financial figures as at June ‘21
Platform Risk profiler version 4.2.0
Updated At: 2021-06-11
Changes: . Rebranded app from Old Mutual Wealth to Quilter
Disclaimer
Official Google Play Link
We do not host Platform Risk profiler on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Google and passed their terms and conditions to be listed there. We recommend caution when installing it.
The Google Play link for Platform Risk profiler is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
If you have questions regarding this particular app contact the publisher directly. For questions about the functionalities of apps112.com contact us.
