If you are a firm admin, please read on. If you are a financial advisor but not a firm admin, contact your firm admin if you encounter any issues with the setup 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 your firm does not use custom models, you can use the default model set provided out of the box.
Step 1: If you haven’t already, set up your models and ensure that each one has a target return and target volatility assigned.
Step 2: If you haven't already, create your firm's model set.
Step 3: On the Model Sets page [Model Management → Model Sets], set your Model Set as primary.
Changing Model Set in the Risk Tolerance Test
If your firm has multiple model sets and would like advisors or clients to switch between them in the Risk Tolerance Test, please contact your Andes representative or email support@andesrisk.io.