An investor profile calculator is an integral part of personal financial planning. Identifying the investor’s goals, time horizon, liquidity needs, and risk aversion, will help to determine suitable investments and an appropriate investment strategy for that investor.
Investor Profile Calculator
Use this questionnaire to define investment objectives and investor personality.
An Investor Profile calculator, along with meaningful thought and discussions about their investing history, will provide useful context to financial professionals when creating a financial plan.
Advisors review the investment profile, risk tolerance and financial goals to guide you and build and maintain a personalized financial plan. This knowledge and best practise is one of many valuable services that financial professionals provide.
Related infographics include:
• Value of Advice infographic
• Investment Success infographic
• Financial Planning Process infographic
Investor Profile Calculator
Companion Infographic
This Stay the Course infographic reinforces that choosing investments that align with your risk tolerance and time horizon of when you will need to draw on your investments will help to achieve your long term goals.
Features
Consumer-facing
These consumer-facing financial calculators can be embedded in your web site quickly and easily.
Responsive
Calculators are easy-to-use and fully responsive on any device – phone, tablet, laptop or desktop.
Full Branding
Calculators can be fully branded according to your branding style guide. You’ll be up and running with a quick turnaround.
Calculators are available in English and French.
The calculators below can be viewed for free up to five (5) times.
To use the full-featured versions of these calculators in FreshPlan, please contact us.