Risk Profiling Tool for Financial Services Cloud

As a Financial Planner, I need to quickly gauge my client's 'Attitude to Risk', so that I can have a basic measure of how much risk my client is willing to take with their money. It will help me meet my 'Know Your Client' compliance requirements when recommending an investment option and provides a future reference for later consultation and compliance checks.

This is a lightning component that allows users to measure individual risk-attitudes through a questionnaire. The result of the questionnaire is a score which corresponds to a category of risk aligned to a 'Risk Profile'. You can create the questions and risk profiles that are appropriate for your business.