Risk Profiles

VIDEO: Risk Profile Tutorial
Wed, 21 Sep, 2016 at 1:56 PM
What is the purpose of the 'Risk Profiles' feature?
The 'Risk Profiles' section is an option in the 'Content Management' section for users to store and modify any custom risk profiles that...
Fri, 22 Jun, 2018 at 9:57 AM
How do you create a new Risk Profile?
The user must firstly navigate to the Risk Profile page within the Content Management section.  A new profile can be created by clicking on the 'A...
Fri, 15 Jun, 2018 at 12:02 PM
How do you search for a Risk Profile?
Within the ‘Risk Profile’ page, there is a search option located above the right hand side of the screen, just below the 'Add New Risk Profile' ...
Thu, 19 May, 2016 at 1:55 PM
How do you edit a Risk Profile?
Located on the right hand side of the Risk Profile's name is the 'Edit Risk Profile' button. The 'Edit Risk Profile' button is ou...
Thu, 19 May, 2016 at 1:59 PM
How do you delete a Risk Profile?
A report can be deleted by clicking on the ‘Delete Risk Profile’ button. The ‘Delete Risk Profile' button is outlined in red below. Once clicke...
Thu, 19 May, 2016 at 2:04 PM
How do you reorder Risk Profiles?
To start, the user must hover over the middle of the Risk Profile box where then the cursor will turn into an icon of arrows, each one pointing outward...
Thu, 19 May, 2016 at 8:37 PM
How can you attach an image to a Risk Profile?
When editing or creating a Risk Profile, the user has the option of choosing an image file to upload and attach to the Risk Profile. The user m...
Thu, 19 May, 2016 at 8:41 PM
How do you insert the Risk Profile into the document?
Within the Investment or Retirement Advice sections or Plan Recommendations, the user must select the 'Attitude to Risk' option. Wit...
Sat, 8 Apr, 2017 at 3:13 PM