A new advice technology offering from Risk Hub aims to streamline risk advice conversations by helping advisers conduct needs analyses and gather accurate client data efficiently.
The business has launched two tools, a risk needs calculator and a client data hub.
According to the firm, advisers frequently report that needs analyses can be difficult for clients to follow in real time, while initial meetings are often consumed by basic fact-finding rather than strategic discussion.
The calculator has been developed specifically for use in live client meetings, says Founder of the firm Marc Fabris.
…Advisers can adjust assumptions, include or exclude calculation components, and model alternative scenarios…
“The web-based tool has undergone extended refinement, with its calculation logic tested against real client scenarios and shaped through adviser input,” he says.
“Rather than functioning as a generic online calculator, the system is designed to mirror how risk advice conversations typically unfold.
“Advisers can adjust assumptions, include or exclude calculation components, and model alternative scenarios as discussions evolve. A one-page summary output is intended to help clients visualise how recommended cover levels are derived.”
Fabris says functionality includes case saving, editable assumptions, and data export options. Outputs can be exported in PDF, CSV and JSON formats, allowing integration with other advice tools and workflows, including AI-supported documentation processes.
The core calculator is available at no cost with no time limit.
The separate client data hub is designed to improve pre-meeting information capture, enabling advisers to collect cleaner client data before appointments.
Fabris said the tools are intended to reduce administrative friction and allow advisers to focus more of the client meeting on strategy and advice rather than data gathering.
Wow – doing such great things at Risk Hub!
– signed, Anonymous
Thanks Riskinfo!
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