Setting a Risk Profile Manually

A risk profile can be set manually for a client without the need to fill in a questionnaire. In this case you can select directly which risk profile and research template should be used with the client.

Firstly select the appropriate risk profile for the client and click on 'Next'.

Secondly you are able to select the appropriate Research Template to use with the client. This will determine the recommended the asset allocation. 

Note - the research template selection box will only be shown if you have more than one Research Template setup.

Click on "Save" to confirm the selected profile or "Cancel" to exit without saving.