Creating questionnaires

Before you can send a questionnaire, the client must exist in Kwanti (see Creating a Client for details).

Open the Client container, go to the Risk tab, and click New Questionnaire. To enter a score by hand, click Assign Score.

Send to Single Person

1. Choose the questionnaire template from the dropdown.
2. Click Create.

Sending to Multiple Recipients in a Household

Use this when you need a separate risk profile for each household member but one combined household risk score.

1. Click New Questionnaire.
2. Click Set Multiple Recipients.
3. Enter each person's first and last name, then click Save.

4. Choose the questionnaire template and click Create. Kwanti generates a single link for the household.
5. When recipients open the link, they select their name so their responses are tied to the correct person.
6. After both people finish, return to the client's Risk tab and click Assign Score.

The default household score is the average of both individual scores. You can keep this default or enter your own combined score.

      7. Click OK to save the household score.

Managing a Sent Questionnaire

Once a questionnaire is created, it appears under the client's Risk tab with its status and creation date. Click Manage for these actions:

• Preview: Open the questionnaire as the client will see it.
• Copy Invitation: Copy the client link to share it with your client.
• Launch: Open the questionnaire to complete it with the client.
• Delete: Remove the questionnaire.

View Questionnaires

You can view created questionnaires in two places:

• Client Risk Profile: Within each client's profile, showing all questionnaires for that client and their statuses.
• Settings > Risk Questionnaire > View Questionnaires: A list of every questionnaire you have created, with template, client, date created, and completion status. Click Manage or View Results in the Actions column, or use the Excel icon to export.

Using and Customizing Questionnaires'

Kwanti’s platform simplifies the task of assessing a client's willingness and ability to endure market uncertainty by offering multiple questionnaire options:

• Default Questionnaire: Every Kwanti user has access to a 'Default Questionnaire' that is available for immediate use.
• Custom Questionnaires: Custom questionnaires can be added and managed in the Global Settings. To create a Custom Questionnaire:

1. Click Settings
2. Selects 'Risk Questionnaire' from the left side menu
3. Under 'Templates' select 'Add'
4. Enter the Title of your custom questionnaire. 
5. Add questions and Answers
   • For each question select if it is a tolerance or capacity based question. In addition, users can designate a question as a "Fact Finding" question which will not impact the score of the questionnaire. 
   • For each answer, assign the points (weight) it will receive when selected to calculate the score. Higher values represent greater risk tolerance or capacity, while lower values indicate a more conservative approach. To ensure accuracy, responses that indicate a higher tolerance or capacity for risk should be assigned higher points.
6. Click Create

Editing Opening and Closing Message on Questionnaires

The opening message is displayed on the first page of the questionnaire, and the closing message appears after the questionnaire is submitted. These fields are universal to any questionnaire, whether it is Kwanti's default or a custom questionnaire created by the advisor. To edit these fields:

1. Click Settings
2. Selects 'Risk Questionnaire' from the left side menu
3. Edit the Opening Message and Closing Message Fields

By utilizing these tools, advisors can accurately assess and manage their clients' risk profiles, ensuring that investment strategies align with both their comfort levels and financial capabilities.