How Advisers Can Answer Client Risk Profiles in the Adviser Portal?
Accurately assessing your client's risk tolerance is a crucial step in providing personalized financial advice. The Risk Profile Questionnaire is a comprehensive tool to help you gather and document client's information. This article will guide you through the process of answering the risk profile questions and ensuring you provide the best possible recommendations.
Step 1: Access Client's Risk Profile
1. In the Adviser Home page, click on the client's name from the client list.
2. Click on the Needs and Preferences tab.
3. Choose the Risk Profile tab.
Step 2: Initiate Risk Profile Assessment
1. Click the Risk Profile button.
2. Choose the client for whom you're assessing the risk profile.
3. Carefully answer the risk profile questions based on your client's responses.
Step 3: Calculate the Risk Profile Score
1. Click the Calculate button to determine the client's risk profile score.
2. Click the Submit button to finalize the risk profile assessment.
Need more help?
For questions or clarifications about risk profile and custom questionnaires, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30-minute Get Help Session with our team, kindly use this calendar to book the session.
Published on August 31, 2024
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