01
Risk profiling
Help investors understand their attitude to risk, capacity for loss and investment timeframe.
Clear guidance for first investment decisions
Help investors move from uncertainty to confident first investment decisions
A guided experience that helps users understand risk, asset allocation and suitable funds or ETFs to research before making their first investment.
Plain-English guidanceDiversified approachExecution-only support
Risk Return NavigatorExample output
Your investor profile
Balanced growth
5/7
Risk level
Guided
allocation
allocation
Global equities50%
Fixed income25%
UK equities15%
Alternatives10%
Research shortlist ready
6 diversified funds and ETFs to explore
From questions to a clear next step
Give investors a practical starting point
Turn an intimidating first decision into a structured, educational journey that investors can understand and act on.
02
Asset allocation guidance
Translate risk preferences into a clear, diversified asset allocation that is easy to understand.
03
Fund and ETF research shortlist
Give investors a focused starting point of suitable funds and ETFs to research before they decide.
Built for execution-only investment platforms
Make the journey to first trade feel more achievable
Add a white-label guidance layer that helps customers make sense of their options while supporting stronger commercial and customer outcomes.
Platform outcomes
- Support first-time investors
- Increase investor confidence
- Improve conversion to first trade
- Support Consumer Duty outcomes