The VisiPlan Risk Profiling
questionnaire helps the adviser assess the client’s
(or an entity’s) attitude toward risk. The
questionnaire can be accessed as a stand-alone
module, or as a part of the Fact Find Objectives
process.
The
completed questionnaire can be saved, or attached
to a client’s record. Both the saved and
blank questionnaire can be printed.
The results of the questionnaire can be inserted
into the client’s financial plan via Word
Writer.
