If you are the firm admin, read on. If you are a financial advisor but not a firm admin, inform your firm admin if there is any issue with the set up of the Risk Tolerance Test.
Setting Up the Risk Tolerance Test
The Risk Tolerance Test is driven by the firm's primary model set. If you firm doesn't use models, you can use the default model set shipped out of box.
Step 1: If you haven't already, set up the models. Make sure each model has the target return and target volatility assigned. Click here for instructions.
Step 2: If you haven't already, create your firm's model set. Click here for instruction.
Step 3: On the Model Sets page (Model Management -> Model Sets), set your model set as the primary.
Changing Model Set in the Risk Tolerance Test
If your firm have multiple model sets and wants to allow the advisors/clients to change from the model set in the Risk Tolerance Test, please inform your Andes contact or email support@andesrisk.io