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Risk Profiling and Risk Scoring Tools

Help clients stay invested for the long term with reliable risk profiling and scoring tools.

Easily match a client’s risk profile to investment and portfolio recommendations with an integrated know-your-product and know-your-customer workflow that shows suitability.

Risk Profiler

Give investors peace of mind with the market’s most-validated risk tolerance questionnaire that provides accurate results in good markets and bad.

Do right by advisors and clients with an academically validated, psychometric questionnaire that has been taken more than 2 million times over the past 20-plus years.

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Check more than a compliance box with our proven methodology and friendly reports, which help clients understand their comfort with investment risk and make more-informed trade-offs.

Portfolio Risk Score

Drive growth with productive conversations and alignment on investment risk.

Measure the amount of underlying risk in a client’s current portfolio with our holdings-based Portfolio Risk Score.

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Then match clients’ risk profiles with your investment recommendations to show how proposed portfolios align with clients’ risk comfort, uniting know-your-product and know-your-client considerations in one workflow.

Risk Comfort Range

Build client relationships with personalized guidance.

The Risk Comfort Range aligns client risk tolerance and time horizon to Morningstar’s Portfolio Risk Score, delivering a range of portfolio risk the client should be comfortable taking for their investment goals.

Read more about risk comfort

The result? An investment plan that reflects your advisors’ expertise and your clients’ preferences all within a personalized, compliant proposal.

Digital prospect discovery

Clients can access the Risk Profiler in the office or at home, at their convenience.

Send clients a personalized link to the risk tolerance questionnaire. Once completed, advisors receive a notification and see the responses in Advisor Workstation in real time.

Client-facing reports on risk tolerance

Fuel compliance and engagement with FINRA-reviewed risk tolerance reports.

Clearly show your clients’ risk tolerance, comparison data, risk comfort range, and questionnaire responses to drive alignment and demonstrate defensibility.

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Let’s Collaborate

See Advisor Workstation in Action

See how risk profiling and risk scoring tools can help advisors serve clients, build trust, and increase retention.