Create a Risk Profile Questionnaire

A custom risk profiling questionnaire can be created and sent to your client via the Client engagement app.

Create the Questionnaire

To create your question and answer set, first open the Client Engagement App and select the settings cog.

Next, toggle to the questionnaire tab and create a new questionnaire

The questionnaire can have multiple sections of questions - see our sample questionnaire as an example.

Add the section, then add the questions and answers

Types of questions

There are three styles of questions:

1. Score - A number rating

2. Answers - Multi-choice questions

3. Text - This is free text, a risk profile score cannot be allocated to this style, this is just for the client to answer a question in their own words

Once all question, answers and appropriate scoring has been allocated, the questionnaire can now be tested.

Open a test client, launch the client engagement app, send yourself the questionnaire to run through and make sure it flows as expected.