Tolerisk allows you to customize how you send Investor Worksheets to spouses to collect information to run household risk assessments.
You can send two types of links - Generic links and client-specific links.
Generic Links -
- Generic links cannot be customized, and can be accessed by clicking the "Investor Worksheets" tab. The full Tolerisk assessment will be included in the link you generate.
- 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).
Client-specific Links -
- 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.
- If you send separate links for the spouses, the first link associated with the primary spouse will include their "Willingness" section, along with the couple's combined "Ability" section. The second link will just have the spouse's Willingness section.
- To create the separate links, click the "Actions" tab associated with the client. Then, click the "Send Investor Worksheet Link" option. Next, click the "customized" button, and select the checkbox that reads "Create separate links for spouses".
- You can also send one link to the household, and if your client decides to do the "Willingness" portion separately, they can select the option before they start the assessment (like mentioned under the Generic links portion).
Once your clients submit their responses, you can use either one of their Willingness scores for the computation of the assessment, an average of the two, or a score override based on discussions you may have had with them.
The video below will highlight the steps mentioned in the article -