Risk profile

Completing the risk profile

If you have mapped a risk profile under advice group assumptions then the custom advice group quiz will be displayed. If no risk profile has been provided then the user will be presented with either PrimeSolve’s default risk profile quiz. Alternatively if you prefer to have customers perform the risk profile outside of the PrimeSolve platform we will set a specific “Risk Profile” question that aligns with the risk categories of your advice group.

!The risk profile must be completed if you need the comprehensive model to offer investment recommendations.