See where your process stands.
A few questions about how your company profiles risk today — what you ask, how it travels, what it leaves behind. At the end you’ll see where RiskBok can help, on this page, straight away.
Nothing is gated. Your summary appears on this page the moment you finish.
This asks about your company’s process — how you assess, share, record and review a risk profile. It is not a risk questionnaire about you, and it produces no score for any client.
Which of these are true of your company today?
Answer for what most files actually look like. Five questions about you follow, and then your summary.
Anything we need from a client, they can do from their own phone, without an account and without an appointment.
The score arrives with its workings: every answer itemised, and how each one contributed to the score.
We get more back than a score — what's inconsistent, what's unusual, and how long each answer took.
Every assessment a client has taken sits in one place, and we can see what moved between them.
The link between a score and the portfolios a client can be put into is one we built, on our own funds.
Any part of a client's plan can be adjusted live — what they put in, when they need it, what it's invested in — and the chance of getting there updates with it.
We can work a plan up, send it for the client's agreement, and keep everything that came before.
We can see how a client is tracking against a goal without anyone assembling the numbers by hand.
Every report we might need — assessment, plan, goal, compliance — is a download, not a task.
Our compliance record builds itself as people work, rather than being written up afterwards.
Anything a client receives carries our name and our colours, not a software vendor's.
Which of these sounds most like you?
It decides what your summary talks about — and what it doesn’t.
If one thing changed in the next 90 days, which would it be?
Pick the one that matters most.
What’s stopped you from fixing it already?
We’ll come back to whichever you pick.
Which of these would you actually use?
There is no wrong answer here — plenty of companies want only the first.
Not sure yet? — the summary will show everything.
Reports, the compliance record and your branding come with all three.
Anything else we should know?
Skip it if not — your summary is ready either way.
Email me this summary
Your result, the three we’d start with, and every practice in full — straight to your inbox.
Fix these first
Every practice, in full
Half an hour on your own areas
A screen-share working from the areas above, with whoever else needs to see it.