Managing Clients and Risk Assessments
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      1. Tolerisk User Guide
      2. Managing Clients and Risk Assessments

      Sending Investor Worksheets

      Sending Investor Worksheets to your clients and prospects to gather data for their risk assessments.

      Investor Worksheets allow you to collect data from your clients, so that you can use it to run risk assessments. These worksheets can be sent to multiple clients/ prospects at once, or customized for individual clients/households.

      Generic Links -

      • Generic links cannot be customized, and can be accessed by clicking the "Investor Worksheets" tab. The full Tolerisk assessment (Pro or EZ) will be included in the link you generate. 
      • Accessing generic links -
      1. Head to the "Investor Worksheets" tab located at the left side of the website.
      2. Click the "Create New Worksheet Link" button.
      3. Under the section which reads "Option 2", select the assessment type and copy the link to send to your clients/prospects.
      4. You can also generate a generic link by heading to the "Marketing" tab,  located under the dropdown on the top right side of the site. The link generated here will include a video, which is displayed to your clients before they start the assessment. 

      • Your clients will have to input their contact details before starting the assessment.
      • Before starting the assessment, there will be an option to add a spouse, and spouses will have the option to complete the Willingness section together (20 questions taken together), or separately (20 questions per person, one after the other). Keep in mind that the Tolerisk EZ assessment doesn't include spousal inputs.

      Client-Specific Links -

      • You can generate these links by going to the "Clients" tab, selecting your client, and then selecting "Send Investor Worksheet" from the actions tab located at the top right side.
      • Client-specific links can be customized in a multitude of ways - you can send partial assessments if you have existing information about your clients, pre-set names, disable adding spouses, and even create separate links for spouses.
      • These will map directly to the client in Tolerisk®, so they are not required to enter any contact information into the worksheet. 

      The videos listed below will help you understand how Investor Worksheets work and how you can send them to your clients -