Platform Risk profiler
Finance
This app is for UK financial advisers only.
- Downloads
- 3K+
- on Google Play
- Price
- Free
- No in-app purchases
- Updated
- Sep 22
- 2026 · v4.5.0
Screenshots
About Platform Risk profiler
This app is for UK financial advisers only.
Getting your clients to understand and agree their ‘appetite for risk’ is one of the key stages in the investment process. The task of risk profiling and risk discussion can however be time consuming. Completing the client questionnaire, inputting the answers online and then discussing the results are typically done at separate times.
To make the whole process more efficient for you and your clients, this app does it all in one go. It allows you to complete the questionnaire, get the risk score and then discuss with your client what that risk score means, during a single meeting.
The agreed risk level can then be emailed back to your office for use with Quilter’s platform online investment tools.
Getting your clients to understand and agree their ‘appetite for risk’ is one of the key stages in the investment process. The task of risk profiling and risk discussion can however be time consuming. Completing the client questionnaire, inputting the answers online and then discussing the results are typically done at separate times.
To make the whole process more efficient for you and your clients, this app does it all in one go. It allows you to complete the questionnaire, get the risk score and then discuss with your client what that risk score means, during a single meeting.
The agreed risk level can then be emailed back to your office for use with Quilter’s platform online investment tools.
What’s new
Version 4.5.0 · Updated September 22, 2026
• Updated financial figures
User reviews
Works well but stopped sending emails as no valid internet please fix
Skandia have done it again!
This does everything I could ever hope and more,it's such a useful app for advisers like me
Nice easy to use app
Alternatives to Platform Risk profiler
Looking for apps like Platform Risk profiler? Here are 2 similar Android apps on Google Play. The highest rated is Quilter (3.9/5), and all 2 are free to download.
| App | Rating | Price | Installs | Last updated | Compare |
|---|---|---|---|---|---|
| Platform Risk profiler | – | Free | 1,000+ | Sep 22, 2026 | |
| Quilter Cheviot | – | Free | 1,000+ | Sep 15, 2026 | Compare |
| Quilter | 3.9 / 5 | Free | 1,000+ | – | Compare |