Modern Risk Assessment Your Clients Will Actually Complete
Mobile-first questionnaires with automated suitability updates. Professional compliance for $35/month.
Tired of Clunky Risk Questionnaires?
The Old Way
- • Clients hate long, boring forms
- • Manual annual updates are time-consuming
- • Paper-based processes look outdated
- • Premium tools cost $100+ monthly
- • Low completion rates hurt compliance
The Simple Way
- • Mobile-first design clients love
- • Automated annual suitability updates
- • Modern, professional experience
- • Just $35/month - 70% less cost
- • 95%+ completion rates
Risk Assessment + Suitability Maintenance in One Tool
Everything you need for comprehensive client risk profiling
Smart Questionnaires
Mobile-optimized, one question at a time for better completion rates
Annual Updates
Pre-populated forms that only ask what's changed since last year
Professional Reports
Clean, visual summaries that clients actually understand
Compliance Ready
Meets all regulatory requirements with complete audit trail
Life Change Detection
Automatically triggers updates when client circumstances change
Time Saving
Reduce questionnaire time from 20+ minutes to 5-7 minutes
See the Difference
How It Works
Simple 3-step process that takes minutes, not hours
Send Link
Email or text questionnaire to clients. They can complete it anytime, anywhere on any device.
Client Completes
Mobile-friendly experience takes 5-7 minutes. Progress is saved automatically if interrupted.
Get Results
Professional reports generated instantly. Risk profile, suitability recommendations, and compliance docs.
Simple, Affordable Pricing
Professional risk assessment at a fraction of premium tool costs
Risk Assessment Tool
- Mobile-optimized questionnaires
- Automated annual suitability
- Professional PDF reports
- Email & phone support
Complete Bundle
- Everything in Risk Assessment
- DOL Rollover Analysis
- Priority support
- Future tools included
See It In Action
Clean, professional interface that clients actually enjoy using
Mobile-First Experience
One question at a time, progress indicators, and automatic saving. Your clients will actually complete this.
Professional Reports
Clean, visual reports that clients understand and regulators approve. Everything documented for compliance.
Ready for Client Engagement That Works?
Join advisors using simple tools to win more prospects and deepen client relationships.