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Getting your client's risk profile
Getting your client's risk profile

How to access your clients' Risk Profile information and export it to PDF.

Gavin Stanley avatar
Written by Gavin Stanley
Updated over a week ago

When your client has completed the Risk Tolerance survey, you can access that information quite easily.

Follow this step-by-step to getting your client's risk profile:

  1. First, access the notifications sign to see the client activity board.

  2. Click on the show report to access the risk profile information.

  3. Check data for a detailed report based on your client's risk tolerance score.

  4. Click on download if you want to export your client's risk questionnaire as a PDF.

    Here is the list of the official web site of our risk providers:

For bespoke questionnaires or other providers talk with our Customer Success team, they have the solution for you.

For more information, please visit our official website.

Thank you

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