Create a Risk Profile
Navigate to Setup -> Risk Profile, to set these up or speak to your Fastrak office administrator if you cannot access this area.
Click on the orange ‘+’ / Add icon, located on the top left hand-side of the screen
The following Risk Profile Template will appear - ready to customise
The first field can be used to symbolise your Risk profile on our New Business Investment report e.g., C for cautious. If you are not using this functionality, please leave this field blank.
Edit the field that prefills “Risk profile 1”, e.g., Cautious, Balanced etc. This name will pull through into your Reports.
The “Risk score From and To fields” is optional and enables you to enter a numerical or alphabetical range of figures. This is useful if you measure your client’s appetite for risk & loss against a scale.
The large text box allows you to define what the Risk Profile represents for your client. This text can appear in your Reports so it is important that it correctly represents your existing model.
If the Risk Profile is not suitable for associating with clients, un-tick the box on the left of the people symbol
If this Risk Profile is not suitable for associating with Model Portfolios, un-tick the box to the left of the pound sign (£) symbol
Change the colour of the Risk Profile by clicking on the colour blocks at the top right-hand side of the Risk Profile box. This will open a colour wheel and box, Select the approximate shade from the wheel and then double-click within the box to select the colour that you want.
