How a Practice Manager Provides Access to Custom Form/Risk Profile Modules to Advisers

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• How Can Practice Managers Grant Advisers Access to Custom Forms and Risk Profiles?

  As a practice manager, you can empower your advisers with the tools they need to work efficiently. The Advice Revolution portal allows you to assign custom questionnaires and risk profile modules to specific advisers. This way, advisers can easily ...

• 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 ...

• How to Access/Update the Custom Questionnaire/Module Information in the Client Page?

  Advice Revolution understands the importance of gaining deeper understanding of your clients' needs beyond the Full Fact Find. The Custom Questionnaire feature empowers advisers to do just that. This digital tool allows you to integrate your ...

• 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 ...

• Updating/Changing the Practice Details and Logo

  In the Advice Revolution portal, advisers can easily manage their practice details, including updating their practice logo. Your practice logo is a key element in branding and establishing a professional identity. Follow the steps below to ensure ...