If you are meeting with a client in person or having a Zoom meeting and wish to guide them through a risk assessment, this article is designed for you.
It's important to note that Investor Worksheets should not be confused with Risk Assessments. Investor Worksheets are particularly beneficial for clients who prefer to fill out their questionnaires online at their own pace. Essentially, Investor Worksheets serve as a tool for collecting data from your clients, enabling you to generate customized Risk Assessments for them.
You can start a new risk assessment from different sections of the website, depending on your preference.
From the Dashboard-
- Click the Dashboard tab on the menu located at the left side of the website.
- Click the 'start new' button under the Risk assessments tab.
From the Risk Assessments tab-
- Click the Risk assessments tab on the menu located at the left side of the website.
- Click the 'Start New Risk Assessment' button on the top right side of the website.
- Alternatively, you can open a previously completed Risk Assessment and Save As.
From the Clients tab -
- Click the "Clients" tab on the left side of the site.
- Once you have created a new client, click on their name.
- There is an "Actions" dropdown associated with every client. Click on this dropdown.
- Click the "New Risk Assessment" button.
- Once you fill in some details about the assessment, you will be taken to the start of the assessment.
The video below will go through some of the steps highlighted in the article -