Configure your questionnaire
Set up questions and scored answers to support your team’s assessment process. Keep the structure consistent across client records.
KEEP THE CLIENT’S ANSWERS IN CONTEXT
A clearer record of every risk assessment.
Give your team a structured way to record client responses. Configure questions and answer scores, review the resulting risk score, and keep the assessment with the client profile.
pletox FinCRM Maple Financial NK
Better context for your discussion.
Recorded answers. A structured assessment.
ASSESSMENT SCORE28 / 50
Based on your configured questionnaire01
What is your expected investment horizon?
More than five years
02
How familiar are you with market-linked investments?
Some previous experience
Keep the assessment with the relationshipReview responses and export your internal risk-profile report.
Illustrative workspace · Sample data
Replace scattered questionnaires with a structured record.
A consistent assessment process helps your team prepare for informed discussions. FinCRM organizes the questions, recorded responses, and score in the same workspace as the client relationship.
Record and review responses
Save answers against the client and review the calculated score. Keep the information accessible when your team prepares for the next discussion.
Keep a report on hand
Export an internal risk-profile PDF for your records and review process. Your team controls how the information is interpreted and used.
FROM INFORMATION TO ACTION
Make it part of your working day.
01
Configure questions and scores
02
Record the client’s responses
03
Review and export the assessment
Does this replace our advisory or compliance process?
No. FinCRM helps your team organize risk-profile information. It does not certify suitability, verify identity, or replace the professional review required by your practice.