Below are the steps in the overall client onboarding flow. This represents a typical process and can be adjusted as needed.
Steps | Detail | Link |
1 | For leads from referrals or events, as well as existing clients, advisors can send an email link for clients to complete the Risk Tolerance Plus flow. | |
2 | The advisor reviews the client’s responses, exports the Risk Tolerance Report, and sends it to the client as a follow-up. | |
3 | The advisor reviews the client’s questionnaire results in the Risk & Behavioral Profile with the client. Advisors can also export the results and share them with clients. | |
4 | The advisor sends a link to collect household information. | |
5 | The advisor enters the client’s existing portfolio, runs analytics, and compares it with the proposal using multiple views. | |
6 | With a single click, the advisor generates the IPS to document the agreement. |