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Manage your investors in one place
Search, filter, and update investor profiles, risk scores, and planning context to keep your advice compliant and up to date.
Investor list
View, onboard, and maintain investor profiles, including risk preferences, financial capacity, and planning context as the foundation for goal-based investment advice.
Investors
Common workflows
Onboard a new investor
Capture personal details, financial capacity, and investment horizon, then assign an initial risk profile.
Update risk profile
Re-run the risk questionnaire and adjust allocations for life events or market changes.
Set up goals & portfolios
Translate investor objectives into specific goals and link them to tailored portfolios.
Generate plan recommendations
Create compliant, data-backed recommendations with suggested contributions and rebalancing.
Quick add investor
View, onboard, and maintain investor profiles, including risk preferences, financial capacity, and planning context as the foundation for goal-based investment advice.
New investor (summary)
Capture the minimum information needed to start planning. You can complete full profiling later.