Wealth Risk Assessment

Registered Investment Advisor · Confidential Client Profile

Section 1 — Client Information
Required
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Valid email required
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Must be between 18–100
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Section 2 — Risk Profile Questionnaire

Please answer all 10 questions honestly.

Please answer all questions before submitting.
Question 01 of 10
What is your primary investment objective for this portfolio?
Question 02 of 10
If your portfolio declined 25% in 12 months, what would be your most likely response?
Question 03 of 10
What is your investment time horizon for this portfolio?
Question 04 of 10
How do you view portfolio volatility (short-term price swings)?
Question 05 of 10
What percentage of this portfolio can you afford to lose without meaningfully impacting your lifestyle?
Question 06 of 10
What is your current income situation?
Question 07 of 10
How would you describe your previous investing experience?
Question 08 of 10
What best describes your estate and legacy planning priorities?
Question 09 of 10
What is your interest in alternative investments (private equity, hedge funds, real assets)?
Question 10 of 10
Thinking about a hypothetical investment with the following potential outcomes, which would you prefer?
All responses are confidential and protected under your RIA agreement.
Risk Assessment Complete

Client Name

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Composite Risk Score
0
out of 100
Age-Based Equity Target
Aggressive (120–Age) —%
Moderate (110–Age) —%
Conservative (100–Age) —%
Score Distribution — Bell Curve
0 · Conservative 50 · Balanced 100 · Aggressive
Recommended Allocation
—%
Equity / Growth
—%
Fixed Income / Bonds
—%
Alternatives / Real Assets

Advisor Commentary

Data Export & Integration

Client Record — Database Ready

This JSON payload can be sent directly to your CRM, portfolio management system, or compliance database via REST API. The record is timestamped and includes a unique session ID.

API Endpoint Example: POST https://your-crm.com/api/clients/risk-profiles