The Axxcess Allocator Risk Survey Tracking
https://allocator.axxcessplatform.com/
Client risk tolerance scoring and tracking is easily accomplished on the Axxcess Allocator. As an IAR of an RIA, there are requirements the SEC sets out summarizing Regulation of Investment Advisors (https://www.sec.gov/about/offices/oia/oia_investman/rplaze-042012.pdf) and the Allocator helps you deal with both. Your client will receive a branded email from you which you can edit and send from the client dashboard. Please note that you can update client by client (using the first set of images) OR across your book using Survey Tracking.
Hover over the numbers in the pictures below for additional information on scoring an individual or household.
The Axxcess Allocator Risk Survey Tracking
https://allocator.axxcessplatform.com/
Client risk tolerance scoring and tracking is easily accomplished on the Axxcess Allocator. As an IAR of an RIA, there are requirements the SEC sets out summarizing Regulation of Investment Advisors (https://www.sec.gov/about/offices/oia/oia_investman/rplaze-042012.pdf) and the Allocator helps you deal with both. Your client will receive a branded email from you which you can edit and send from the client dashboard.
Click on the links in the pictures below for instructions on scoring an individual or household.
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