Liquid error: undefined method `name' for nil:NilClass

Attitude to Risk Profiles

VIDEO: How to select and customise the attitude to risk profile descriptions used in your reports
This video walks you through how you can select one of the pre-loaded sets of attitude to risk profiles or create your own custom set of profiles for use wi...
Wed, 29 Jul, 2020 at 12:46 PM
How do I customise the attitude to risk profiles used in my reports?
Genovo comes preloaded with the ATR profiles of a number of risk profiling tools, and you can also create your own custom set of ATR profiles should you nee...
Wed, 29 Jul, 2020 at 12:51 PM
How do I add an image to my attitude to risk profiles?
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...
Wed, 29 Jul, 2020 at 12:54 PM
How do I customise the capacity for loss wording used in my reports?
As well as assessing a client's willingness to take risk i.e. their attitude to risk, it is obviously also important to consider their need and ability...
Tue, 21 Jul, 2020 at 12:57 PM