View more on these topics

Voyant crash simulator tests capacity of clients for risk

IFA technology firm Voyant UK is offering a crash simulation tool designed to allow advisers to illustrate the effects that a market crash would have on clients’ investments.

The tool allows advisers to enter various market conditions and visually illustrate to clients the effects on their portfolio.

The loss capacity simulator also provides advisers with a client’s average annual percentage return and the average annual percentage return needed after a major crash event to achieve their targeted returns.

The company says the simulator will help to determine an accurate measure of client attitude to risk.

In March, Voyant UK integrated its platform with FinaMetrica’s psychometric riskprofiling in a move to assist advisers with client discussions about risk-profiling.

Evolve Financial Planning director Jason Witcombe says: “Anything that makes it easier for clients to understand their capacity for risk is worthwhile.”

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com