📊 Risk Tolerance Questionnaire & Investment Policy Statement

Help clients understand their risk—and build a plan around it.

This dynamic form does more than just capture data. It scores your client’s responses, determines their risk band, and automatically generates a personalized Investment Policy Statement (IPS) tailored to their profile.

🧠 What It Does:

• Calculates a risk score based on client responses

• Assigns the appropriate risk band and recommended model portfolio

• Auto-populates an Investment Policy Statement with:

  • Risk metrics

  • Portfolio allocation

  • Client-entered account details and financial goals

🔁 Seamless CRM Integration

Included in this QuickStart project:

• A plug-and-play Zapier template

• CRM integration to send all submitted data directly to the client’s contact record—no manual entry needed