Risk profiles on North. A better way for client reviews.

In today’s busy world, time is critical. So whether you’re completing a client review, performing a switch or preparing an ROA, you need your platform to work as efficiently as possible to free up your time to add value with your clients.

Did you know you can assign a risk profile to your client account to make sure their investment mix is within risk tolerance ranges…all on the North platform?

So now it’s easy to maintain the right investment mix without fiddling around with external tools.

• Get the most accurate view of your client portfolio to check it’s in line with target allocations.
• Receive an optional quick alert and take action when an allocation deviates from acceptable range.
• Help clients better understand risk profiles by using the charts in discussions.

Many advisers are already using risk profiles on North to save time and enhance their client service. So don’t get left behind…start using risk profiles today.

Getting started

If your Licensee has added risk profiles, you'll find them when reviewing your client’s account summary or performing an investment switch.

Otherwise you can easily add them yourself through the quick setup process on North Online.

How it works – hint it’s simple and intuitive

You can easily check in real time the portfolio you’re recommending for your client is within their risk tolerance ranges.

1. ADDING AND UPDATING CLIENT RISK PROFILES

Once you’re all set up, you can easily add or update your client’s risk profile when their circumstances change – either from the Account Summary page or while you’re performing a switch.

2. CHECK AGAINST TARGET

You can see how your client’s investment portfolio aligns to their target allocations. Warning messages will guide you when the asset allocation is outside the acceptable range for the risk profile.

3. GET ALERTS

You can also opt in to event alerts at a frequency of your choice so you can easily take action if there are any variances between your client’s risk profile and their asset allocation.

4. PREPARE ROA

When you’re preparing ROAs, your input document will show the variance between your proposed asset allocation and the risk profile, helping you meet your disclosure requirements. 

Looking to start using risk profiles on North? Chat to your BDM today.