Your perspective
How would you respond
to a market decline?
to a market decline?
Step 01
Make the RTQ your own.
Customize the risk tolerance questionnaire to reflect how your firm understands clients and frames the risk conversation.
Risk assessment
Customize your
risk assessment.
Use our three-factor risk tolerance questionnaire (RTQ) to assess client risk. Customize the questions and scoring to fit your firm.
Book a demo ↗Your perspective
How would you respond
to a market decline?
to a market decline?
Trusted by leading advisory firms
68%
Of investors have risk-return misalignment
5
Minute assessment completion time
95%
Assessment accuracy rate
Inside the workflow
Make risk profiling part of your process.
Combine portfolio risk, behavior, and risk capacity in a client profile that guides your recommendation.
Understand the client.
Before the recommendation.
Before the recommendation.
Portfolio58 / 100
Behavior46 / 100
Risk capacity65 / 100
Questionnaire completeReady for review ↗
Step 02
Configure the scoring.
Use custom scoring to translate responses into a risk profile that fits your firm’s approach.
Step 03
Connect the profile to the portfolio.
Consider risk tolerance, behavior, and capacity alongside the client’s investments. Use the profile as a starting point for risk-based construction.
A few things to know.
What are the three factors in the risk assessment?
The assessment combines portfolio risk, behavior, and risk capacity. Together, they inform a composite client risk profile that can guide portfolio construction and the investment policy statement.
Can we customize the risk tolerance questionnaire?
Yes. Investipal supports custom risk tolerance questionnaires and scoring so your firm can shape the assessment around its process.
How does the risk profile connect to portfolio construction?
Use the client’s risk profile as a starting point for portfolio construction, alongside goals and the existing holdings.
Portfolio analysis ↗
Explore the risk in the holdings alongside the client profile.
Personalized allocation ↗
Build around risk, a financial plan or a manual allocation.