Tired of tools that don’t quite do the job?
You know the ones. The fact-find that asks for everything except the thing you actually needed.
The needs analysis spreadsheet someone built in 2014 that nobody’s game to touch.
The research platform sitting in another tab, waiting for you to re-type the client details you’ve already entered twice.
None of it is broken, exactly. It just doesn’t quite fit together.
So we worked on some solutions. Risk Toolkit is a growing set of tools that take the friction out of risk advice, one annoyance at a time.
Starting with the two that never should have been separate
First out of the gate: fact-find and needs analysis in the one tool.
Capture the client’s details once, and the needs analysis builds off it. No re-keying, no copy-paste, no wondering whether the numbers in the spreadsheet still match the numbers in the file.
Change something in the fact-find and the analysis moves with it.
And research, without leaving the room
Here’s the bit we’re genuinely pleased with. Risk Toolkit connects straight through to product research, thanks to LifeRisk Online.
If you’ve already got a LifeRisk Online licence, you can pull research into the same workflow you’re already in. Same client, same data, no second data entry, no third tab. If you haven’t got a licence, it’s worth a look. It’s what makes this piece hum.
This is the start, not the finish
Risk Toolkit is deliberately built to grow. Fact-find, needs analysis and research is where we’re kicking off, and there’s more on the way.
Take a look, and tell us what you love or hate. That feedback is genuinely of value.
P.S. The fact-find and the research are the easy bits. We all know where the real pain lives, and it usually has “Statement of Advice” written across the top of it. There’s something bigger taking shape in the kitchen aimed squarely at that problem. If that’s a pain for you, get in touch.
