There is a consistency assessment which checks that investors have answered similar Risk Tolerance questions in a similar way and any conflicting answers are flagged for further discussion with the investor. There is also a timer so that you can check that investors have given the assessment an appropriate amount of attention.
If investors have answered similar questions in an inconsistent way you should check that the investor understood the question and answered as they intended. If the investor has made a mistake you can edit their response or create a new assessment using the quick fill function.
Outputs
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Green |
The questions were answered in a consistent way. |
|
Amber(all answers the same) |
You have selected the same answer for every question. This isn't necessarily a problem, but you should check that you understood all the questions and agree with your profile results. |
|
Amber |
Looking at the pattern of your answers, some questions stood out as being different from the rest. This result isn't necessarily a problem, but it's important to check that you understood every question, are confident in your responses, and agree with your risk tolerance result. |
|
Red |
"Looking at the pattern of your answers, some questions stood out as being much different from the rest. This result isn't necessarily a problem, but it's important to check that you understood every question, are confident in your responses, and agree with your risk tolerance result." |