IBKR Client Risk Profile
The
The tool comprises three main functions:
Questionnaire Editor: Craft a custom client questionnaire designed to help identify your clients’ risk capacity, risk need and risk tolerance. Client responses result in a personalized "Risk Score" you can use to determine suitable investment vehicles appropriate to the client's overall risk tolerance.
Score Builder: Customize Risk Score Values for specific questions, create your own Risk Score scale, and choose the scoring calculation method for client score outcomes that complements that way you do business.
Score Viewer: View your clients' overall Risk Tolerance scores.