The Attitude to Risk Profiles library is accessed from the Customisation dashboard. It comes preloaded with the Attitude to Risk (ATR) profiles of a number of popular risk profiling tools.
It is here that Account Owners and Account Admins can:
- Manage which ATR profiles are available for use when writing reports in their account. Hiding a set of ATR profiles will remove it from the options that show in the attitude to risk steps of the Client Risk Profile section of the Report Builder.
- Select the default set ('Active Set') for their account.
- Create their own custom set(s) of ATR profiles.