We look at the risk tolerance in two different ways to ensure accuracy:

  • Our proprietary Risk Tolerance Test maps directly to one of your model portfolio;
  • A traditional risk questionnaire to evaluate the risk appetite. It validates the result from the Risk Tolerance Test:
    • If the results are close, you know you've got it right;
    • If the results differ significantly, it warrants a deeper conversation. Be sure the client understands the Risk Tolerance Test and pays attention to the potential downside.


Here is a demo video:




Accessing Risk Tolerance Test

You can access the Risk Tolerance Test directly from the Andes  Dashboard when you open a household and also from the menu on the top left. 



You can also access it from the AccuProfile page (see below).


Accessing Risk Appetite questionnaire

If you are meeting with a client, go to AccuProfile (from the menu on the top left), and find it in the Risk Assessment section.

  • If you wish, you can also assign a value for the client without having client take the questionnaire.


From the AccuProfile page, you can view the results of the Risk Appetite Questionnaire by clicking on the History button. 

Sending Link to Clients

You can also send a link to clients ahead of the time so they can complete it before the meeting. See "Sending Link to Clients".


Working with Households

If you are working with a household with more than one member, each member can take it. You can average the results when setting the model/strategy at the household level.


Exporting Risk Tolerance Report

After a client takes the Risk Tolerance Test, you can send the Risk Tolerance Report to the client as a follow-up.


Generate the report by clicking on "Export to PDF" (the brown box) on the Risk Tolerance Test page.