It's not uncommon for ATR profiles to include a visual representation of the client's risk profile e.g. an ATR bell curve. This is easily achieved within Genovo by adding an image to an ATR profile description.
To add an image to your ATR profiles, go to customisation>attitude to risk profiles and click the edit icon alongside Your Company's ATR Profiles.
You will be taken to a new page where you can either add (if you haven't done so already), or edit your custom ATR profiles.
On clicking add atr profile (or the edit icon of an existing profile) you will be taken through to the Add / Edit Attitude to Risk Profile page which looks something like this (here I'm actually editing an existing ATR profile).
To add an image:
1. Use the Windows snipping tool to take a snapshot of the image you require.
2. Position your cursor within the text box of the Profile Description where you would like the image to appear.
3. Use Ctrl+V to paste the image directly into the Genovo HTML Editor, just as you would if you were pasting an image into a Word doc.
4. You may find that you need to resize the image that you paste in so it fits correctly within the page when the report is downloaded to Word. This is easy enough to do. Simply right click your mouse on the image. This will then open a drop down menu where you can select image properties.
5. Clicking Image Properties will open the Image Properties pop up box, and in here you can adjust the width and height of the image as required - just remember to keep the aspect ratio (padlock) locked.
6 . Click ok and your resized image will be inserted in Profile Description.
7. Click save.
You may also wish to add a table to an ATR description to illustrate the typical returns the investor can expect from a particular profile for example. Once again this can be really easily added as an image. However, if you really want to go to town, you can actually build your own custom table using the table function button that’s included in the ATR description field. This article contains step-by-step instructions as to how to create a table.
If you're including images in each of your attitude to risk profiles, you may find the summary of Attitude to Risk Profiles page in the appendix of your report becomes quite long and unwieldy. If so, you can easily remove it from all of your reports by hiding the section snippets in the Report Content Manager, or remove it on a report-by-report base by deselecting it in the Report Builder like so: