The Stratifi Risk Tolerance Questionnaire assesses an individual's investment preferences and generates a risk score for comparison with their portfolio. This enables informed investment decisions by identifying any misalignments.
There are a couple of ways that can be used to send a Risk Tolerance Questionnaire
1. From the Prospects section
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Click the blue and white + button located to the right of the prospect that you would like to send it to.
- A pop-up will appear asking you to select which accounts you would like to select
2. From the Overview tab of the prospect’s page
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While in the Prospects section, click on the prospect that you would like to send a Risk Tolerance Questionnaire to.
- You will be taken to the Overview tab. From here you can click the Update Risk Tolerance button.
