How Do I Bulk Update Risk Tolerance Scores?

This article shows how you can bulk update risk tolerance scores using the interface

• On the Clients page, select the client records that you want to update the risk tolerance for

• The Bulk Update Risk Tolerance button will be active. Click on it to access the questionnaire options popup.

From the pop-up:

• You can click the Answer now button to answer the questionnaire for the selected clients

• You can send the questionnaire to the selected clients via email by clicking on the Send an email button

• Lastly, if you know what the risk tolerance score should be for the selected clients, you can enter it manually by clicking on the Enter risk tolerance score button.