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When it Comes to Risk Tolerance Questionnaires, it’s Time to Look at Facts Over Feelings.

TIFIN Risk helps advisors with prospecting and client retention by calculating and comparing three risk scores: risk capacity, risk preference, and portfolio risk. All with a short, user-friendly risk tolerance questionnaire.

TIFIN Risk chart illustration, decorative
TIFIN Risk chart illustration, decorative
TIFIN Risk graph

Why multiple scores?

Risk preference alone is often emotions-based and reflective of an individual’s tolerance for risk at a specific moment in time. Risk capacity is the amount of risk investors can actually take on, given their current life situation.

1

Risk Capacity

This figure describes the amount of risk an investor can or cannot afford to take based on the details of their personal life circumstances.

2

Risk Preference

Most risk questionnaires hone in on this figure, which expresses the level of risk an investor is willing to take (and can change quite often).

3

Portfolio Risk

A calculation of an investment portfolio’s exposure to potential risk. This figure should fall between the risk preference and risk capacity scores.

Why TIFIN Risk?

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A Client-Friendly Experience

  • With nine short questions, your clients will complete the survey in just a few minutes
  • Convert prospects faster by showing how their current portfolio is not within their Risk Band
  • Retain more clients by offering a relatable questionnaire
  • Use prospecting links on your website, newsletter, or email signature
  • Create custom proposals for your meetings

A Risk Tolerance Questionnaire Designed for Suitability

  • Our multi-dimensional questionnaire was designed to assist with Regulation Best Interest and other compliance needs
  • Access automatic archiving of risk tolerance questionnaires and scores
  • Our quantitative testing methodologies built by leading experts in the financial industry
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Go Beyond One-Dimensional Risk Profiling

Experience the difference TIFIN Risk can make as you help your prospects and clients build and rebalance portfolios so that they are more in line with the risk they can actually take on.

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