Client Risk Profiler

The Client Risk Profiler is a tool that enables financial advisors to assess the risk profile of their clients and find an asset allocation that is optimal given client's preferences and restrictions. The tool consists of two parts. The first one is an interactive questionnaire assessing client's risk profile, which is determined by his risk preferences, risk ability and risk awareness. The second part of the tool calculates client's optimal asset allocation according to his risk profile.

The tool is developed by BhFS (Behavioural Finance Solutions GmbH). Access to a demo version of the tool can be requested at bfpb[at]bhfs.ch.