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:
First, access the notifications sign to see the client activity board.
Click on the show report to access the risk profile information.
Check data for a detailed report based on your client's risk tolerance score.
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.
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