Application catalogue · Banken und private Finanzen

Investor Risk Profiler

Scores questionnaire answers into a risk profile band and highlights answers that contradict each other.

What you fill in

The application asks for these fields. They are the same on screen and through the API.

  • Questionnaire answersLong text

    Required
  • Time horizon and goalShort text

    Optional
  • Capacity for loss notesLong text

    Optional

How to use it

  1. 1Stage

    Open your access

    Our team opens your project; the application is in the catalogue of your workspace.

  2. 2Stage

    Fill in its fields

    On screen, or by sending the same fields through the API.

  3. 3Stage

    Read the answer, or chain it

    The answer is kept with its usage, and it can feed the next step of a chain.

Want this application in your work?

Tell us the tasks to hand over and we will open your access.