We have opened up our richest integration yet with next-gen risk profiler Be-IQ to all users after a successful trial period. Featuring a fully integrated user interface, clients can complete their risk profile questionnaire as part of the factfinding experience from within their client portal, with no requirement for additional login credentials.

Want to take a closer look?

Check out this video

What are the highlights?

🫰🏼Be-IQ take a dual-science approach to risk profiling, addressing both psychometric and behavioural approaches to investing and financial literacy.

🫰🏼Their Behavioural Risk Score (BRS) evidences a 22% more accurate alignment to mapped asset allocations than a typical ATR questionnaire alone.

🫰🏼An impressive 6,000 mapped funds available compared with a leading competitor that offer around 1,200 funds!

You can enable Be-IQ in our addon store right now! 🚀

This will start you off with a free 14 day trial and if you then decide to continue using Be-IQ, your licence fee will be taken through your Plannr monthly payment so nothing else for you to do! The monthly cost after the trial period is £75 plus VAT per adviser.