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A2Risk
Willingness to recommend
3.6/5
About the provider
The A2Risk Attitude to Risk Questionnaire (ATRQ) measures the customer’s psychological willingness to take investment risk. It comprises a set of 12 plain English statements which are simple to respond to. We deliberately avoid complexity, like scenarios or questions involving percentages. A2Risk also provide separate capacity for loss questions.
In 2011, A2Risk introduced a decumulation version of the questionnaire for retirement income customers.
A2Risk tools are flexible and we work with clients to provide categories which suit their process and fund range. The questionnaire can be implemented in client software and is also available in leading adviser software suites.
A2Risk has also developed a sustainable investment tool to help advisers in an area which is often poorly defined and misunderstood.
Our robust and straightforward assessment tool is a simple way for advisers to achieve reliable and repeatable results that can stand up to regulatory scrutiny.
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NextWealth analysis
A2Risk doesn't figure on our adviser survey and so we don't have any data on which to base an opinion. As the tool receives reviews on our directory, we will offer a view.
Integrations
Based on 10 reviews
3.9/5
Integrates One Way
Integrates Both Ways
No integrations available for Back Office Systems
No integrations available for Cash Management
No integrations available for Cashflow Modelling
No integrations available for Client Portal
No other integrations available.
No integrations available for Platform
No integrations available for Research
Reviews
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
Have to use as part of network
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
Does what I expect it to do
Anonymous
October 2023
