Genovo comes preloaded with the ATR profiles of a number of risk profiling tools, but you can also create your own custom set(s) of ATR profiles should you need to.
When you first sign up to Genovo, the 'Genovo's ATR profiles' will be selected as the 'active set' of profiles for your account by default. However, it’s easy enough to select one of the other preloaded sets as your 'active set' or create your own.
Creating a custom set of ATR profiles
To add a custom set of ATR profiles to your account, click Add ATR profile set and a new window will open where you will be prompted to provide a 'Profile set name'. Enter a name and click Save.
You will now need to add the individual profiles. Click Add ATR profile and another window will open where you'll be prompted to enter the:
- Profile name
- Display order
- Profile description
The display order will determine the order the profiles come out in your reports. For example, "Cautious" could be 1, "Balanced" 2 and "Adventurous" 3….
The 'Profile description' field can contain words, a table or images. This article explains in more detail how to include an image or table in an ATR profile description.
When pasting text into the 'Profile description' field, please select the option of 'Plain Text'. This will remove any hidden formatting applied at source and ensure the text comes out in the same format as the rest of the text in your reports. Images can be pasted straight into the field using CTRL+V.
Once done, click Save, and repeat the process for all of the profiles that make-up the ATR profile set.
Before leaving, make sure your preferred set of of ATR profiles is selected as the 'Active set'. The 'Active set' will show as the default selection in the attitude to risk steps of the Client Risk Profile section of the Report Builder. Having said this, a user can still override the default selection and select an alternative set of ATR profiles for a particular report.
You can create multiple sets of ATR profiles. However only one can be selected as your account's 'Active set'.
As well as assessing a client's willingness to take risk i.e. their attitude to risk, it is also important to consider their need and ability to take risk i.e. their capacity for loss. To learn more about how to customise the capacity for loss wording used in your reports check out this article.