Monday, April 26, 2010

Where do I find a website add-on tool for automatically determining an investors risk tolerance?

I'm developing a financial website for trading. I want to determine a client's suitability by having them fill out a questionnaire about risk tolerance. Depending on how they answer the questions, a risk tolerance profile is generated and an asset allocation model is suggested. I have seen it at several hundred web-sites. I need to know where I can get a generic model of this algorithm.

Where do I find a website add-on tool for automatically determining an investors risk tolerance?
ESPlanner is probably the best out there. You'll have to pay for it though.


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