Investor Compass is an end-to-end risk profiling and suitability solution – built on advanced behavioural finance. A comprehensive financial profiling process is crucial in revealing an investor’s willingness and ability – both financial and emotional – to take risk, and to calmly take control of their finances. This goes far beyond risk tolerance and onboarding, we want to help you provide the lifetime of guidance that investors need.
Our unique behavioural finance technology supports vulnerable investors, evaluates goal affordability, and accounts for sequencing and drawdown risks. The Investor Compass solution also includes a comprehensive ESG investment assessment that engages clients on their preferences, enabling deeper conversations with investors along with the ability to better match them to responsible or sustainable investment solutions.
Our ESG profiling tool assesses investors' preferences to responsible investing – backed by rigorous research and testing.
Understand which aspects of Ethical, Social, and Governance matter the most to your clients. Utilise the insights gained to have better ESG conversations and match your clients to suitable and sustainable investments.
Our easy-to-understand questionnaire takes 2 minutes to complete and is based on the psychometric methodology – the most robust and accurate approach.
An innovative component of the Investor Compass solution, Portfolio Risk Calculator quickly and easily displays current asset allocations and projections for a portfolio within the established risk parameters. Review and evaluate risk levels and projections by amending asset allocations in the client’s portfolio to clearly evidence your suitability process.
Measure Risk Tolerance quickly, using the most robust psychometric questionnaire. Meet Consumer Duty rules and know how investors will feel and behave at every stage of the investment journey by using our additional behavioural traits.
Effortlessly assess Knowledge & Experience (K&E) and identify potential areas of vulnerability.
Check investing is affordable based on the client's financial circumstances and establish the right level of risk to take based on the client's needs, objectives, and characteristics. Match investors to investments based on their emotional and financial personality whilst demonstrating and evidencing that you're delivering good investor outcomes.
Download our guide to explore the methods for helping clients stay the course during turbulent times.