Client Profiler

Find out more about the Suggestus Profiler Tools

Build a client profile that allows you assess the risk appetite of a client; determine their approach to responsible investing; or find discretionary managers that might match their style preferences.

To get started, navigate to “Client Profiles” in the menu

Select “Risk Profile”

Select an existing client or create a new one

Answer 8 Questions:-

Any inconsistencies will be shown to the right with a description

Once comfortable save the profile.

The results will be displayed along with the option to download the report. The client and reports will remain in the grid under “Client Profiles” for later access.

There is also an “ESG Profile” questionnaire available.

How does the Risk Profile result map to one of our ARC indices?

Risk Profile	ARC PCI Index	ARC MPS Index
Cautious	ARC PCI Cautious	ARC MPS 0-20
Cautious	ARC PCI Cautious	ARC MPS 20-40
Balanced Asset	ARC PCI Balanced Asset	ARC MPS 40-60
Steady Growth	ARC PCI Steady Growth	ARC MPS 60-80
Equity Risk	ARC PCI Equity Risk	ARC MPS 80 -100