18/Mar/2020 15:08:06 PM GMT


Production and Sandbox Endpoints

Production and Sandbox URLs:


The Risk Questionnaire Profiler API provides a risk profile rating for an investor, and related asset allocation, based on risk profile questionnaire answers. This API contains 3 parts; getQuestionnaireNames has no request parameters and returns a list of the available questionnaires, getQuestionnaireData takes a questionnaire name (selected from the list returned in getQuesionnaireNames above) as the request parameter and returns the questions and associated answers. It also returns the version number for the questionnaire, calculateRisk takes the questionnaire name, question and response ids selected by client and investment term as request parameters. Returns the calculated risk profile and fund/asset breakdown for the calculated risk profile. Please refer to the Pricing Plan and the Credits Plan for the number of credits required to call this API.

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Technical Owner : EValue [apiteam@ev.uk]


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Name Summary
API Documentation Technical specification of inputs/outputs View Content
How-To Documented example View Content
Request-Response diagram Visual representation of the request/response for this API Download
EValue Risk Descriptions EValue Standard Risk Descriptions Download
Download client-side SDKs for this API.