Using the new system, we show you how to:
• Import client responses to risk questionnaires.
• Select and review answers to risk questionnaires.
• Add notes to capture details of any discussions around Investor Experience, Attitude to Risk, Capacity for Risk, and deviating from recommended risk rating.
• Demonstrate potential losses and gains over a time frame.
• Show benchmark asset allocation.
• Produce a risk profiling report and tailor it for your firm and client.