Trueprofile

A risk profiling tool and goal selection, management and probability profiler.

TrueProfile Risk Essentials is now live and available on annual or monthly subscription.

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End User Advisers
Advice Process Steps Scope
Goal Identification
Assessing Finances
SOA
Implementation
Review
Benefits Process efficiency
Engagement uplift
Time savings
Cost to serve reductions
Compliance benefits
Enhanced client understanding of goals and risk profile
Cost per user per annum $1000-$1999
Time saving per client One to three hours per client
Cost saving per client $501-$1000
Integration In discussion
Website embedding Yes
White labelled Yes
System prerequisite Requires internet access
Single sign on Yes
Data storage Some basic client data plus data on their risk, goal and other preferences is stored.  Data are stored via Amazon Web Services in Australia.
Privacy standards See privacy policy
Limits on use Yes. 120 clients per license, unlimited profiling, ability to archive clients
Disaster recovery and business continuity plans Yes
AFSL approval Not disclosed

 



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