Be-IQ Offers Advisers Greater Choice and Lower Costs with New Behavioural Risk Score Update

26 March 2025

Be-IQ Ltd has announced a major upgrade to its Behavioural Risk Score (BRS), now mapped to over 6,000 UK funds. The development coincides with the firm’s push to deliver deeper, embedded CRM integrations—most recently with advice platform Plannr—offering advisers a more flexible and cost-effective way to deliver compliant advice.

This latest development supports a more streamlined and impartial client-to-portfolio journey by combining comprehensive fund mapping with Be-IQ’s unique dual-science profiling approach, which blends psychometric insights with observed behaviours. The result is a more accurate and consistent assessment of client risk preferences, helping advisers meet evolving regulatory expectations.

“Advisers who want best-in-class tools often end up juggling multiple systems and interfaces,” said Michael Free, CEO of Be-IQ. “That approach adds complexity and cost. Our embedded model gives advisers the freedom to choose a best-of-breed profiler—like Be-IQ— without having to leave their CRM. It’s the best of both worlds.”

Be-IQ’s integration with Plannr is the first example of Be-IQ’s embedded approach in action, with more platforms expected to follow.

Importantly, Be-IQ does not charge fund manager fees for fund mapping—making it one of the few risk profiling providers to offer a fully impartial and fee-free alignment between client profiles and investment solutions. s

“This is about giving firms the tools to simplify suitability while staying compliant,” added Free. “We’re offering richer behavioural insight at the input stage, and more independent, consistent mapping at the output. That’s exactly what Consumer Duty demands.”

The updated Behavioural Risk Score is now live and available to financial professionals seeking smarter technology, lower operational costs, and closer alignment with regulatory expectations.