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Export Risk Scores
Export Risk Scores
Updated over a year ago

This tool is great for compliance as it allows you to show which of your client's portfolios are within the risk band and those that need adjusting (i.e. their portfolio is outside their Risk Band).

To export Risk Scores, from the home screen:

  1. Click Clients & Prospects > select Risk Compliance > click Export:

  2. Select to export:

    1. All - download your entire list

    2. In Band - download client's that are within their Risk Band

    3. Adjust - download client's that are outside their Risk Band

    4. Upload Portfolio - download client's that need to upload their accounts

  3. Click Export to download the file/spreadsheet.

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