Map your clients' protection gaps in minutes.
Purpose-built for UK protection advisers.
Tax-adjusted calculations, joint policy tracking, and detailed audit trails built in.
Your client’s live risk map will appear here.
Built for UK protection advisers. Handle joint and sole cases, calculate tax-adjusted income replacement, track employer benefits and existing cover, then produce audit-ready reports with full trails. No spreadsheets required.
UK tax & benefits built in
Automatic SSP, employer sick pay, and tax/NI calculations. Track joint and sole policies with proper ownership resolution.
Tax-adjusted gap calculations
Post-tax income replacement, indexed benefits, dual deferment periods, and mortgage clearance. All calculated automatically with clear assumptions.
Audit trails included
Key calculations and assumptions are logged alongside each case. Export structured narratives and scenario details for compliance file reviews.
Why teams switch to RiskMapped
Spreadsheets and generic CRMs can’t keep up with real-life risk conversations.
"I can't model real benefits or keep data synced, so you'll need to calculate everything manually."
- Manual data entry that quickly goes out of date
- Static outputs; no live recalculation when numbers change
- Weak audit trail and compliance notes
- Takes days to compile something client-ready
"Dynamic gap calculations, a client-ready PDF, and a full audit trail are ready the moment the fact find is done."
- Tax-adjusted income replacement (post-tax & NI)
- Joint & sole policy tracking with ownership resolution
- Automatic SSP, employer sick pay & benefit calculations
- Detailed audit trail with exportable reasoning summaries
How it works
Open your client workspace
Advisers see every household, past reports, notes, and documents in one place. Ready to update live with the client.
Capture the right details
Structured fact find for income, liabilities, dependants, employer benefits, and existing cover. Built for protection and mortgage advice.
RiskMapped models the gaps
Automatic calculations for death, critical illness, income loss, childcare, and debt clearance with clear rationales.
Publish the report
Generate a client-facing PDF plus adviser notes and recommended actions in one click. Key changes are logged for your audit trail.
Track joint & sole cases properly
Handle couples and individuals in the same workspace. Joint life policies are assigned to the correct owners. Scenarios calculate correctly for each household type.
Import statements & payroll cleanly
Upload CSVs from payroll, mortgage statements, bank exports, or insurer downloads. RiskMapped normalizes formats and validates the numbers for you.
Track every liability & policy
Capture mortgages, loans, income protection, critical illness, death-in-service, and childcare costs with structured fields and clear ownership.
What-if scenarios update live
Model death, critical illness, income loss, redundancy, or new dependants. All gap calculations update instantly when you change household data or assumptions.
Centralised client records
Every household's income, policies, scenarios, and reports in one place. No more hunting through spreadsheets or email attachments to find what you need.
Audit trails by design
Key actions, assumptions, and scenarios are logged so you can evidence how you reached your recommendations.
Handover without rework
Every case retains its fact find, calculator inputs, advice notes, and documents so new advisers can resume instantly with full context.
Client-ready reports in seconds
Produce a branded PDF for clients plus an internal summary with assumptions, shortfalls, and recommended actions. No copy-paste needed.
Case history that’s easy to follow
Maintain a clear record of fact finds, assumptions, and scenario outputs so new advisers can quickly understand each case.
Simple, transparent pricing
Get 2 months free with annual billing
RiskMapped Platform
Everything you need to capture cases, calculate gaps, and publish compliant recommendations.
Add or remove users anytime. Volume discounts available for 10+ seats.
What's included
- Client & adviser dashboards included
- Gap analysis for death, CI, income loss, and expenses
- Client-facing PDF and internal compliance notes in one click
- Secure data capture links for clients or advisers
- Add seats as you grow; volume discounts from 10+ users
- Full data export - your data stays yours