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All > Analytics: Your Centralized Risk Dashboard > Pie Chart Of Portfolio Risk Drift from Tolerance

Pie Chart Of Portfolio Risk Drift from Tolerance

1. By default, this widget shows you Client level data

Pie Chart Of Portfolio Risk Drift from Tolerance

2. You can switch to Accounts, Households or Prospects

Switch to account

3. You can click the row that says missing risk tolerance or any of the other rows

Risk tolerance or any of the other rows

4. Let’s say you click the row Missing risk tolerance, this will filter the clientsdown to show you the relevant information

Risk tolerance

5. You can select one or many clients

Select Client Row

6. Click on Bulk update risk tolerance

Bulk Update risk tolerance