Financial Services & InsuranceComing soon: built and tested

Risk Tolerance Questionnaire

Investor suitability / risk profile questionnaire

Licence price

S$15

One-time licence
Emailed to you after payment

Configurable sections and single
Multi (exclusive option) and 1–10 scale questions with weights and dimensions (tolerance, capacity, knowledge, info)
Normalised 0–100 dimension scores combined lowerOf/average/weighted into profile bands with suggested model
Answer caps (short horizon)
Inconsistency rules (answer, score and profile conditions) and tolerance/capacity gap flag with mandatory adviser notes for high flags
Live result panel with band scale, meters
3x3 tolerance vs capacity matrix and change vs previous profile
Stepper or single-page layout with required validation
Review step with answer summary and Change links
Adviser override with reason, client confirmation
Adviser sign-off with UTC timestamp
Next review date and amend