Attitude to Risk Questionnaire - Frequently asked questions

Articles

Why do I need to complete a new Attitude to Risk Questionnaire after the update?
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 have ...
Can we update the text on the Attitude to Risk Questionnaire when sending to a client?
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 to...
Can I view the scoring method for the Attitude to Risk Questionnaire?
Yes - the scoring method can be found within Configuration> Central Investment Strategy> Client Risk Questions & Answers .   ...
What Attitude to Risk Questionnaires are available?
The Attitude to Risk Questionnaire is provided by market leaders A2Risk and was developed in conjunction with Moody’s Analytics.  
How do the Asset Allocations align to the Attitude to Risk Questionnaire?
Moody’s Asset Allocations are aligned with the responses and scoring on the Attitude to Risk Questionnaire.  
Can I send an Attitude to Risk Questionnaire to the client to complete?
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 int...
How can I tell when a client has completed an Attitude to Risk Questionnaire?
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.     ...
When I click on the link to complete an Attitude to Risk Questionnaire, I get an error - why?
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. ...