Bulk updating risk tolerance for all of your clients
In this lesson, we cover how to update risk tolerance for multiple clients under the advisor
Select the client accounts you want to update under the Clients page then click on Bulk update risk tolerance tab
From the pop-up, you could click on Answer Now to update the risk tolerance online, or you could click on Click here tab to update the risk tolerance scores of multiple clients by adding relative value that represents their risk tolerance, or you could send them the questionnaire by click on the Send questionnaire button
When you select Answer now and Click here options, the risk tolerance will be updated as soon as you have completed the required steps.
When you send the questionnaire, the scores will be updated once we have gotten the results of the filled form from the client.