PTFS launches client risk profiler
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Personal Touch Financial Services has launched a new risk profiler - an online, end-to-end client risk profiling system.
The system has been designed to help IFAs prepare for the challenges of the Retail Distribution Review.
The tool maps investment solutions to meet client risk scores, including WRAP and platform model portfolios, insurance companies and single fund multi-manger funds.
The system has been developed with the assistance of Oxford Risk and Rayner Spencer Mills.
Doug Crawford, chief executive officer of PTFS, says: “The new risk profiler offers a clear benefit for the Personal Touch member, with professional client-facing risk profile reports and a clear audit trail. Plus it’s great for the end-client.
“Not only does it help to educate the client and demystify financial services products, it also ensures that the client feels that they have participated and fully understood the process that supports their decision-making.”
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