Our clinically-developed Financial Vulnerability Assessments enable advisers to consistently and objectively identify individuals who are at risk of vulnerability and the nature of the risk. Suggested supportive actions are given and any interventions and outcomes can be recorded in a timely and effective manner.
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Easy-to-use online assessment
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On average, each assessment takes between 90 seconds ands 4 minutes to complete, dependent on assessment.
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Non-intrusive with no interference to the advice process
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Comprehensive client report being generated at the touch of a button
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Full analytics suite ensures full visibility
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Provides cast iron audit trail
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Integration into any back office or compliance software
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The Assessments
​Each of our assessments consist of a small number of self-rating questions plus our proprietary scoring algorithms; each specifically designed to identify a certain risk factor (or set of factors).
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We have a range of assessments, tailored to the products or services you provide. These include:
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Wealth and advice
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Mortgages and Later Life Lending
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Insurance
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Consumer Finance (both POS and servicing)
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Automotive Finance
Well Proven
Over 300,000 assessments completed to date, with over 35,000 a month now completed
Client friendly
Assessment completion rates in excess of 97% when embedded into client journey
Widely Adopted
Used by over 1400 wealth and advice businesses and over 8000 users
Outputs and reporting
​Each of our assessments sits within the Comentis platform, providing unriveled reporting, oversight and recording functionality, ensuring you not only support your clients, but are able to demonstrate the actions taken.
Easy to use client dashboard
vulnerability reporting made simple
Full audit log for each client
