If you send a generalized Investor Worksheet link to multiple clients, you can only customize the type of questionnaire: Tolerisk Pro or Tolerisk EZ. However, when you send a link to a specific client, you can customize the link in more ways, depending on the client's case. This article will walk through the types of customizations you can make.
- To generate a new Investor Worksheet, go to the "Clients" tab on the left side of the website, locate the client you want to send the worksheet to and click on their name.
- Click the "Actions" dropdown, and select "Send Investor Worksheet Link." This will show you a popup where you can set your customizations.
- Here are the different types of customizations you can make-
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- Adding pre-set names - If your client goes by an alternate name, you can enter it here. You can also add their partner's name here if they co-mingle their finances.
- Sending a separate willingness questionnaire to each partner.
- Sending a separate worksheet link to each partner. The first (primary) spouse will receive their willingness questionnaire, as well as the couple's combined ability section. The second spouse just gets their willingness questionnaire.
- Creating a pre-filled Investor Worksheet that pulls sections from the clients' pre-existing risk assessments. This is useful if you want your clients to review numbers entered by you, or update anything from their past financial data.
- Disabling the addition of a partner in case the client is widowed, etc.
- Sending a 10-question Willingness instead of the more extended 20-question version.
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The video below will go over each step in more detail-