Your clients' Risk... Mapped
Risk.
Reality.
Recommendations.
Purpose-built for UK protection advisers and financial advisers. Model death, critical illness and income loss risks and your proposed recommendations with ease.
Protection needs analysis, done properly.
Comprehensive gap analysis across death, critical illness and income loss. Designed for UK protection advisers who want clarity and compliance.
1. The Risk
Identify financial impacts should your clients die, lose income or be diagnosed with a critical illness.
2. The Reality
Highlight shortfalls in current cover, sick pay and financial resilience quickly and easily based on your clients' real life position.
3. The Recommendation
Quickly map proposed policies to show a true 'before and after' position to see real time improvements.
Your path to better advice
Open your workspace
Every case, client and policy record in one place, ready to update live with the client.
Capture the details
Record income, liabilities, dependants, employer benefits, and existing cover in a structured fact find.
Model the gaps
Instant calculations for death, critical illness, and income loss. Every number has a clear rationale.
Publish the report
Generate a client-facing PDF and adviser notes in one click. Every change is logged for your audit trail.
Simple, transparent pricing
Everything you need to deliver better protection advice. No hidden fees.
Platform
For professional advisers
Billed monthly per user
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✓Gap analysis for death, critical illness and income loss
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✓Joint policies with split ownership and cover
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✓Report builder for client PDFs plus adviser notes
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✓Audit trail across cases, policies and assumptions
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✓Consumer Duty focused – preventing foreseeable harm
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✓Two-factor authentication and security event logging
Security, governance and evidence
Two-factor authentication, role-aware access, and audit logs. Your file tells the full story.
Audit trail
Changes to cases, policies and assumptions are logged, so you can evidence your process.
Two-factor authentication
Protect adviser access with optional 2FA, recovery codes and logged security events.
Exports
Generate client-facing PDFs and export your case list to CSV when you need it.
Deliver advice faster with RiskMapped
Join advice teams replacing spreadsheets with live gap analysis, audit-ready notes, and client-ready reports.
Free 30-Day Trial