Risk Profile is the Patented App developed to manage, monitor and devise a clients Risk profile.
It is designed to take the process of simple profiling to the next level.
Risk Profile looks at two opposing positions to define the type of risk level at client would be.
It uses both the common Asset Allocation description method and our GLP profiling tool to conduct its ongoing calculations and outcomes.
It is important to note that GLP Profiling is designed to assist your client to focus on the outcomes they have control over as oppose to the outcomes they have no control on.
It considers
- the life-cycle position of the client-
- the expected financial position of the client at the present time
- the percentage of funds that a client is prepared to risk to make money
- it will define the Asset Allocation of the client
- examine the current asset allocation of invested funds
- compare both asset allocations to identify any potential discrepancy that would have an impact on the risk profile of the client
- it time and date stamps last known profile and stores the outcome for future use.
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