Understanding Your Clients

“CLIENTS’ REACTION TO THE FINANCIAL PERSONALITY REPORT HAS BEEN SIGNIFICANTLY BETTER THAN WITH OTHER RISK PROFILE SYSTEMS. THEY’RE ABLE TO SEE KEY AREAS OF THEIR PERSONALITY, THEIR AVERSION TO LOSS, ATTRACTION TO GAIN, HOW LIKELY THEY ARE TO INTERVENE IF THE MARKETS ARE VOLATILE.”

NIK PROCTOR IFS – FAMILY WEALTH ADVISERS

Getting to know and understand your clients is a key part of delivering successful outcomes. To deliver trusted and effective investment advice relies on a process that is designed to inform you but often the tools available to do this provide the basics in terms of what the regulator wants to see, without providing you with real insights.

PortfolioMetrix has taken the process further, to provide our adviser partners with the ability to really know their clients, often better than they know themselves.

Using a psychometric approach that’s based on highly respected academic thinking, our easy-to-use process allows you to reveal the following about your clients:

Aversion to losses plotted against their attraction to gains
Attitude and emotional responses to market volatility and how this relates to the risk of untimely intervention
Preferences towards active fund management vs more cost effective passive implementations
Their ability to take risk
Their willingness to take risk

Additional integrated functionality enables you to:

Assess your clients’ capacity for loss
Properly capture and align clients’ goals and aspirations with targeted outcomes
Help your clients understand the investment process better
Deliver investment solutions customised to provide better risk-aligned results
Provide better insights to clients about the impacts of investment market activity

Find out how we can help you de-risk your business

Visit Wealth Explorer™ to find out more about the suite of tools available.

Understanding Your Clients

For Financial Professionals