Risk Questionnaire Profiler
Helping an investor understand their attitude to investment risk is a core component of EV's calculations.
This API provides a risk profile rating for your customers based on the answers they have given, followed by an appropriate asset allocation.
Try it out
Use the inputs below and click ‘Calculate’ to demonstrate sample results from this API:
This API is actually made of 3 API calls; Get Questionnaire Names, Get Questionnaire Data and Calculate Risk.
- Get Questionnaire Names
- Returns a list of the available questionnaires.
- Get Questionnaire Data
- Takes a questionnaire name (selected from the list returned by Get Questionnaire Names earilier) as the request parameter and returns the questions and associated answers.
- Calculate Risk
- Takes the questionnaire name, question and responses selected by the client and the investment term as request parameters. It returns the calculated risk profile and fund/asset breakdown for the calculated risk profile.
Get this API
To get immediate access to this or any other of our APIs, just sign in to our API Store and download the relevant files and documentation.Go to the API Store