A risk profiling tool and goal selection, management and probability profiler.
TrueProfile Risk Essentials is now live and available on annual or monthly subscription.
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 |