SEI offers intermediaries online risk profiler service for clients

Professional Adviser
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Scottish Equitable International (SEI) has launched an online investment risk tool for intermediarie...

Scottish Equitable International (SEI) has launched an online investment risk tool for intermediaries that will help them work out asset allocation models for offshore clients. The Investment Risk Profiler will be available on SEI's extranet site for advisers. The tool will enable them to find an asset allocation model that suites their client's details. For example, the intermediary will be able to input a client's details into the profiler, such as how much they are prepared to invest and the level of return they want back. The profiler will then tell the intermediary the likelihood o...

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