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
All of our assessments are developed by our dedicated clinical team and include a limited set of self-rating questions along with unique scoring algorithms, each crafted to pinpoint specific factors or combinations of factors.
We offer a variety of assessments tailored to your products or services
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Wealth and advice
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Mortgages 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 half a million assessments completed to date, with over 50,000 now completed every month
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
“The Comentis implementation has meant we are able to have even greater confidence that Advisers are meeting the Consumer Understanding outcome of the FCA Consumer Duty.
We have better data which is helping us to identify Vulnerability in a client, even where they may have been so for some years, without their vulnerability being immediately apparent.”
Ian McKenzie - Group Compliance Operations Director
Adviser Services Holdings ltd.
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Find the right subscription level for your business
1 Adviser - £35 Per Month
2 - 4 Advisers - £65 Per Month
5 - 8 Advisers - £125 Per Month
9 - 12 Advisers - £195 Per Month
13 - 17 Advisers - £260 Per Month
18 - 25 Advisers - £350 Per Month
Over 25 Advisers - Please Enquire
All subscriptions include:
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Unlimited assessments
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Unlimited licences for all staff
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CRM integration*
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Email assessments
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Support guidance
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Intervention log
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Standard reporting and dashboard
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Access to resources centre with blogs, training videos and guides from vulnerability experts
All prices are exclusive of VAT - payable monthly in advance
*Additional fees may apply