The Investor Profile page provides a high level documentation of the client's financial experience and financial concerns at the moment. Information is entered and modified over time by the advisor while in conversation with the client. Use it to gain alignment with the client's financial desires. The profile can optinally be included in a comprehensive report.
Access the Investor Profile
To access the investor profile page:
Click the household's name in the upper left area.
Click Edit next to the Household's name on their Summary page.
Click Investor Profile.
Enter Data
Enter your client's preferences for risk and document the client's financial experience and priorities. This is a report that can be generated from the household's Reports page.
Track the following information about your client (be sure to save any changes):
Investment Experience
Financial Priorities
Risk Preference, Investment Objective, Investment Time Horizon
Reports Page
The Investor Profile is part of the Fact-Finder Summary on the Reports page.
11/2025