For professional financial advisers

Risk profiling that goes beyond the questionnaire

Epsilon combines client and adviser perspectives into a five-factor risk profile — defensible, documented, and built for real advice.

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5
Factor model
Custom
Risk categories
100%
Audit-ready
30
Day free trial

Features

Everything your practice needs

From client questionnaire to finalised risk profile — a complete, compliant workflow in one platform.

Dual-sided assessment
Client questionnaire and adviser professional assessment combine for a complete, balanced risk profile that reflects both perspectives.
PANAS affect overlay
Emotional state scoring at time of assessment flags whether results are reliable or whether a re-test is recommended before finalising.
Adviser and client PDFs
Two tailored outputs — a detailed adviser report and a plain-English client summary with personalised commentary.
Immutable audit log
Every action recorded. Every assessment version-stamped. Fully compliant with regulatory requirements in every jurisdiction.
Email and SMS delivery
Send assessment links directly from the platform. Track opens and completions in real time from your adviser dashboard.
Your category names
Define risk category names and growth midpoints to match your practice's existing investment framework.

Your category names, not ours

Define risk categories that match your practice's existing investment framework. Unlimited categories, version-stamped for compliance. Change them any time — existing profiles are always linked to the version used at the time of assessment.

Level 1→Defensive
Level 3→Conservative Balanced
Level 5→Balanced Growth
Level 7→High Growth

How it works

From case to profile in minutes

A streamlined workflow designed for how advisers actually work.

1
Create a case
Add your client (and partner if applicable) with contact details. Cases support multiple profiles — individual, SMSF, trust, and more.
2
Send the assessment
Client receives a personalised link via email or SMS. They complete the questionnaire on any device at their own pace.
3
Complete adviser questions
Once the client is done, the adviser completes five investment-specific questions to produce the combined risk profile.
4
Review and finalise
Review the scoring, adjust the allocation if needed, then finalise. Download the adviser PDF and client summary instantly.

Five-factor model

Risk perception
Subjective judgment of investment riskiness
Risk preference
Willingness to accept risk for expected return
Risk capacity
Financial ability to absorb loss
Risk composure
Emotional stability under market stress
Risk knowledge
Financial literacy and self-awareness

Testimonials

Trusted by financial planners

What advisers say about Epsilon Risk Intelligence.

Epsilon has completely changed how I approach risk profiling. The dual-sided model gives me confidence that my recommendations are genuinely defensible — not just a questionnaire score.

Sarah Chen
CFP — Chen Financial Planning, Sydney

The PANAS overlay is something I've never seen in another tool. Catching a client who's anxious on the day and recommending a re-test has already saved me from a poor outcome.

Michael Torres
Principal Adviser — Torres Wealth, Melbourne

Our compliance team loves the audit trail. Every decision is documented automatically — we no longer have to manually record what was discussed and why.

Amanda Nguyen
Director — Nguyen & Associates, Brisbane

The client PDF is a genuine differentiator. Clients actually read it and come back with better questions. It has elevated the quality of our advice conversations significantly.

James Patel
Financial Adviser — Patel Wealth Group, Perth

Pricing

Simple per-adviser pricing

No setup fees. No per-assessment charges. Cancel anytime.

Coming soon
TBC
We're finalising our pricing plans. Register for a free trial to be among the first to know — and lock in early-adopter rates.
  • Unlimited assessments
  • Email and SMS delivery
  • Adviser and client PDFs
  • Custom risk categories
  • Plans for individuals, teams & enterprise
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Works with iFactFind
Epsilon integrates natively with iFactFind financial planning software — push risk profiles directly into your client records with a single click.
Native integration

Ready to modernise your risk profiling?

Join financial planners using Epsilon Risk Intelligence.

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30-day free trial  ·  No credit card required