Including Advisers and Risk Profiles on Bulk Reports
You will require access to Fastrak ->Setup ->Groups.
Risk Appetite refers to the client Risk Profile that needs to be set individually against each client in Fastrak – If none are showing, check you have set them up on Fastrak – Navigate to Setup -> Risk Profiles.
Once set up select Clients on the Fastrak Dashboard. Find your client, then select the pencil icon on the right-hand side.
Then select the Risk Profile required see example below:
If no Advisers are showing in the table – Navigate to Setup -> Client Advisers and assign the clients to their Adviser.
If you do not want all your client’s investment to show on your Bulk report – Select a non-Bulk report and deselect the investments, then continue with your Bulk Report.
