Every risk tolerance enquiry, scored before it reaches your CRM
Every prospect works through their investable assets, primary investment goals, and reaction to a 20% portfolio drop, then uploads a recent account statement — so your discovery meeting starts with a clear risk profile instead of a blank slate.
The exact intake your risk tolerance assessment leads complete
This is the real 6-question guided intake for Risk Tolerance Assessment — the same flow your customers finish before you ever pick up the phone.
What a qualified risk tolerance assessment lead should tell you
A structured intake that captures a prospective client's comfort with market volatility, time horizon, and decision-making authority so an investment manager can gauge portfolio fit before a discovery meeting.
- Have Investable Assets Want
- Primary Goal This Investment
- Would React If Portfolio
- Expect Start Withdrawing From
- Sole Decision-Maker This Portfolio,
- Best Describes Current Investment
The questions your team needs answered
Every risk tolerance assessment intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently have investable assets you want assessed for risk tolerance? | Confirms there are real investable assets to assess before you spend time on the risk conversation. |
| What is your primary goal for this investment portfolio? | Signals which planning conversation — retirement, business transition, education funding — will shape the discovery meeting agenda. |
| How would you react if your portfolio dropped 20% in value in a short period? | Directly measures loss tolerance; the weight from 2 ('sell everything') up to 10 ('buy more') drives the core risk score. |
| When do you expect to need to start withdrawing from this portfolio? | A short withdrawal timeline changes the appropriate risk allocation regardless of stated comfort with volatility. |
| Are you the sole decision-maker for this portfolio, or do others need to agree on decisions? | Sole or shared decision-making authority, weighted 10 down to 1, determines who needs to be in the room and whether the deal can close without extra approvals. |
| Which best describes your current investment experience level? | Experience level gives context on how much education the discovery meeting needs, even though it carries no weight in the score. |
How Cliont scores risk tolerance assessment leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Investable Assets Want: yes
- Sell some to reduce exposure
- Hold and wait it out
- Buy more while prices are low
- Sole decision-maker
- Shared with a spouse or partner
Disqualifiers
- I am not the decision-maker
See the lead your team receives
Risk Tolerance Assessment Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for risk tolerance assessment workflows
| Cliont capability | Risk Tolerance Assessment application |
|---|---|
| Weighted scoring engine | Automatically scores reactions to a 20% portfolio drop and decision-making authority so high-conviction, sole-authority prospects rise to the top of your CRM queue. |
| Conditional branching | Surfaces different follow-up context depending on whether the prospect is a sole decision-maker, shares decisions with a spouse, or isn't the decision-maker at all. |
| Document upload | Requests a recent account statement so you arrive at the discovery meeting with real numbers behind the stated investable assets answer. |
| CRM routing | Sends every scored lead — with primary goal and withdrawal timeline attached — straight into your CRM as a structured record, no manual re-entry. |
| Lead segmentation | Groups leads by investment goal (retirement, wealth growth, business transition, education funding) so you can prep goal-specific talking points before the meeting. |
Common risk tolerance assessment lead scenarios
Sole decision-maker ready to act
Prospect confirms investable assets, says they'd buy more if the market dropped 20%, and is the sole decision-maker — the catalog's highest-value combination, so the lead lands in your CRM flagged for immediate follow-up.
Couple planning for retirement
Goal is retirement, the decision is shared with a spouse, and withdrawals aren't expected for more than 10 years — you know before the call that both partners need to be part of the discovery meeting.
Business owner ahead of a sale
Primary goal is business transition or sale with a 3-to-10-year withdrawal window — a different conversation than a standard growth portfolio, and one you can prep for in advance.
Cautious investor, short horizon
Prospect says they'd sell some or all holdings after a 20% drop and needs the money in under 3 years — the intake surfaces a lower risk-reaction score so you walk in with a conservative allocation discussion ready, not a growth pitch.
Inquiry without final authority
Prospect selects 'I am not the decision-maker' — the lowest-weighted option for that question — so you know to ask who else needs to be on the discovery meeting before committing an hour.
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- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
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- Charged only for submitted leads
More investment management intake templates
Risk Tolerance Assessment lead-intake FAQs
How does Cliont score a risk tolerance lead before I see it?
The intake weights answers like reaction to a 20% portfolio drop (from 2 for 'sell everything' up to 10 for 'buy more') and decision-making authority (10 for sole decision-maker down to 1 for 'not the decision-maker'), then combines them into a single score you see in your CRM.
What if the person filling out the form isn't the actual decision-maker?
That answer carries the lowest weight in the decision-maker question, so the lead still comes through but is scored lower — letting you decide whether to loop in the real decision-maker before booking a discovery meeting.
Does the intake ask for exact dollar amounts of investable assets?
No — the catalog only asks a yes/no on whether the prospect has investable assets to assess; if you need specifics, the account statement upload gives you real numbers ahead of the meeting.
Does investment experience level affect the lead's score?
Experience level is collected for context — it has no assigned weight in the scoring catalog, so it won't move a lead up or down but it does tell you how much explaining the discovery meeting will need.
How is this different from an Investment Account Review intake?
Risk Tolerance Assessment focuses on loss reaction, time horizon, and decision authority to gauge fit for new allocation, while Investment Account Review is built around evaluating an existing portfolio — they're separate intakes with separate question sets.
What document do I need before the risk profile counts as complete?
A recent investment account statement is the required upload — it backs up the stated investable assets answer with real figures.
Turn risk tolerance assessment visitors into qualified clients
Give every risk tolerance assessment visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.