How Clients Can Complete the Risk Profile Questionnaire in the Advice Revolution Client Portal?
This guide provides instructions for your clients on completing the Risk Profile Questionnaire in the Advice Revolution Client Portal. Following these steps will ensure accurate documentation of their risk preferences, allowing you to offer recommendations that align with their investment goals.
Steps:
1. Clients need to log in to their Advice Revolution Client Portal.
2. Click Information to Update.
3. The client needs to click on their name.
4. Click on the Risk Profile tab to begin the questionnaire.
5. Select Risk Profile Assessment tab and carefully read each question and select the answer that best reflects your risk tolerance.
6. Once you've completed all the questions, click the Submit button to save your answers.
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
Version 1.1