To us, it’s pretty clear why a dynamic, software-based risk tolerance questionnaire is superior to the old-school pen and paper method. There’s simply no possible way to get the amount of depth offered by a dynamic questionnaire when you use a single sheet of paper to measure risk.

 

That depth of analysis isn’t just for show; it leads to confidence and quantitative evidence that you know your client, you know what they need, and you’ve put them in the right risk tolerance to support their desired investment outcomes.

 

And an investment philosophy guided by risk isn’t one that’s driven by fear. In fact, it’s quite the opposite.


Want to see how quantifying risk tolerance leads to fearless investing? Click here to schedule a demo of the Risk Alignment Platform built upon the world’s #1 risk tolerance questionnaire.