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To create an attitude to risk questionnaire, create a new contact or find an existing contact record. In this example, I will search for a contact called ‘Test Client 1’: This will load up their contact record: To create an attitude to r...
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A new Attitude to Risk Questionnaire will need to be completed before it can be used on an Illustration. Changes to the latest Investment Strategy requires you to set a new default risk rating for your client. All previous default risk ratings hav...
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Within Configuration , under your Company Settings Risk Questionnaire Message , you can enter additional text which will appear alongside the standard email information when sending an Attitude to Risk Questionnaire to a client ...
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The Attitude to Risk Questionnaire is provided by market leaders A2Risk and was developed in conjunction with Moody’s Analytics. ...
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Moody’s Asset Allocations are aligned with the responses and scoring on the Attitude to Risk Questionnaire.
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Yes - You can find the 'Send to Client to Complete' button at the top right of an Attitude to Risk Questionnaire screen . This will send an email to the client, where they can complete the questionnaire in their own time and send it back i...
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You will receive an email notification confirming the client has completed the questionnaire. There will also be a completed flag against the Attitude to Risk Questionnaire on the contact record. ...
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Ensure you have setup your Attitude to Risk Questionnaire correctly. Check the steps within the article Setup - Attitude to Risk Questionnaire . The 'Default Web Address' field may not have been completed in the setup process. ...
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Yes - the scoring method can be found within Configuration> Central Investment Strategy> Client Risk Questions & Answers . ...
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There may be a difference compared to values showing in other sources for transaction costs. This is because we are primarily consuming one of the newer specific UK EMT v4.2 fields ‘09010_Financial_Instrument_Transaction_Costs_Ex_Ante_UK’ in th...