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Is the Risk profile option on the tool the same as the Old Mutual Wealth risk profiler?


The attitude to risk questions are different to those on Old Mutual Wealth’s risk profiling tool on the platform, although the risk score output (1-10) is comparable to Old Mutual Wealth’s risk scores (also 1-10).

We have included access to this tool for the minority of advisers that do not already use an existing risk profiler tool.
There are six additional capacity for loss questions which you can ask either separately or in conjunction with the rest of the risk profile questionnaire.

Financial Adviser Verification