Risk Profiles
Risk Profile Overview Set up your Risk Profiles on Fastrak to create Risk based Model Portfolios, this allows you to display them on the following ...
Tue, 17 May, 2022 at 11:34 AM
Create a Risk Profile Navigate to Setup -> Risk Profile, to set these up or speak to your Fastrak office administrator if you cannot access th...
Tue, 17 May, 2022 at 11:33 AM
Delete a Risk Profile You can only delete a Risk Profile if none of your clients are assigned the Risk Profile. A message will appear to inform you ...
Tue, 17 May, 2022 at 11:32 AM
Assign Risk Profile to a Client There are 3 ways of assigning risk profiles to a client. Option 1 Navigate to Clients à Search for y...
Tue, 17 May, 2022 at 11:30 AM
The clients risk profile is used for populating information on their report, whereas the portfolio risk profile will impact the percentage allocations used ...
Mon, 15 Aug, 2022 at 2:38 PM