AccordingtotheintroductionofOldMutualWealth,AppetiteForRiskisaFinanceappontheAndroidplatform.Thereiscurrentlya2.2.6versionreleasedonJan11,2018,youcanseethedetailsbelow.
ThisappisforUKfinancialadvisersonly.Gettingyourclientstounderstandandagreetheir‘appetiteforrisk’isoneofthekeystagesintheinvestmentprocess.Thetaskofriskprofilingandriskdiscussioncanhoweverbetimeconsuming.Completingtheclientquestionnaire,inputtingtheanswersonlineandthendiscussingtheresultsaretypicallydoneatseparatetimes.
Tomakethewholeprocessmoreefficientforyouandyourclients,thisappdoesitallinonego.Itallowsyoutocompletethequestionnaire,gettheriskscoreandthendiscusswithyourclientwhatthatriskscoremeans,duringasinglemeeting.
TheagreedrisklevelcanthenbeemailedbacktoyourofficeforusewithOldMutualWealth’sonlineinvestmenttools.
www.oldmutualwealth.co.uk
OldMutualWealthLimitedandOldMutualWealthLife&PensionsLimitedareregisteredinEngland&Walesundernumbers1680071and4163431respectively.RegisteredOfficeatOldMutualHouse,PortlandTerrace,SouthamptonSO147EJ,UnitedKingdom.OldMutualWealthLimitedisauthorisedandregulatedbytheFinancialConductAuthority.OldMutualWealthLife&PensionsLimitedisauthorisedbythePrudentialRegulationAuthorityandregulatedbytheFinancialConductAuthorityandthePrudentialRegulationAuthority.TheirFinancialServicesregisternumbersare165359and207977respectively.
VATnumber386130159.
