Pie Chart Of Portfolio Risk Drift from Tolerance

1. By default, this widget shows you Client level data

2. You can switch to Accounts, Households or Prospects

3. You can click the row that says missing risk tolerance or any of the other rows

4. Let’s say you click the row Missing risk tolerance, this will filter the clients down to show you the relevant information

5. You can select one or many clients

6. Click on Bulk update risk tolerance