To view/use the Risk Tolerance Questionnaire (RTQ) go to Templates > Library.

If you click on the template you can then choose to preview it and/or Add it to My Templates where you can then engage a client/prospect with it or customize it.


Once the client completes the RTQ, the risk score will then be stored in their profile.

(Clients view)

To view the score in your clients profile
 

To view your clients responses to the RTQ

Go to Engagements on the left side navigation.  You can make use of the search are to search for the engagement or you can locate it in the list under All Engagements.  Once located click on the engagement.

Click on the Preview button in the engagement details panel.
 

Once open in the preview you can click on the navigation button in the lower right hand corner to move to the next/prev pages.  

The score results and the grading scale will be displayed on the last page just as the client viewed it.
 

When you're done previewing the RTQ simply click on the X in the upper right hand corner.
 

Note:  The score will only move to the profile if the profile score is empty. Because the RTQ has no authentication we do not allow it to “overwrite” profile data so if you send the RTQ to the client a second time and they get a different score it will not overwrite in the profile.  Also, the RTQ score will only flow to the profile on our original form. If you make a copy of it it will not store automatically as shown above.


Keywords: Risk, Risk Score, Risk Number

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