Enabling Risk Profiles

Overview

The Risk Profiles feature in Practifi lets users complete a risk tolerance survey to determine the proper asset allocation for a client's portfolio. Users can save multiple Risk Profiles to a client's Household, Organization or Individual record to track their shifting risk tolerance over several years. To learn more about working with this feature, see Understanding and Managing Risk Profiles.

This article outlines how to enable Risk Profile functionality in your Practifi organization by turning on the feature in the Settings app. 

Enabling the Risk Profile Feature

To enable the Risk Profile feature in your organization, navigate to the Additional Features menu in the Settings app and click the Add to Users & Groups button next to the Risk Profile heading.

In the Add to Users & Groups window, click to highlight the permission set groups or individual users you want to have access to the feature, then click the right arrow to move them to the Selected box. To finish, click Save.

If you ever need to remove access from users or permission set groups, you can do so from the Additional Features menu by clicking the Add Users & Groups button.