Risk tolerance questionnaires can confuse clients.
Make your process simple with DataPoints.

Your clients deserve a better experience when it comes to assessing risk tolerance.

With the Investor Profile RTQ from DataPoints, your clients will easily respond to questions about their past experiences and investing-related decisions.

Your clients will receive a complete, detailed report explaining their psychological risk tolerance, branded for your firm.

And, you’ll get a complete picture of their investing mindset.

Create an account to get started.