Customizing questionnaires

Kwanti gives you more than one questionnaire option for assessing a client's willingness and ability to endure market uncertainty.

• Default Questionnaire: Every Kwanti user has a Default Questionnaire available for immediate use.
• Custom Questionnaires: Add and manage your own questionnaires in Global Settings.

To create a custom questionnaire:

1. Click Settings.
2. Select Risk Questionnaire from the left side menu.
3. Under Templates, click Add.
4. Enter a title for your questionnaire.
5. Add questions and answers (see Building and Editing Questions below).
6. Click Save.

Note: You do not have to start from scratch. To base a new questionnaire on Kwanti's Default Template, copy our existing questionnaire in order to fit your needs (see Managing Templates below).

Managing Templates

In the Templates table, each template lists its title, question count, and shared status. Click Manage in the Actions column for these options:

• Preview: Open the template as the client will see it.
• Edit Template: Open the editor to change the title, questions, answers, and points.
• Copy Template: Duplicate a template as a starting point for a new questionnaire
• Delete: Remove the template.

Building and Editing Questions

The question editor opens when you add a new template or select Edit Template. You can add, edit, and delete questions, answers, and their point values here.

1. For each question, use the dropdown to set its type: Risk Tolerance, Risk Capacity, or Fact Finding. Fact Finding questions carry no weight and does not affect the score.
2. Click Add Answer to add an answer choice, and enter its point value under Points. Higher values represent greater risk tolerance or capacity, and lower values a more conservative approach. Assign higher points to responses that indicate a higher tolerance or capacity for risk.
3. Click Save when you are done.

Editing the Opening and Closing Messages

The opening message appears on the first page of the questionnaire, and the closing message appears after the client submits it. Both apply to every questionnaire, default or custom. To edit them:

1. Click Settings.
2. Select Risk Questionnaire from the left side menu.
3. Edit the Opening Message and Closing Message fields.

Note: Select Email me when a client completes a risk questionnaire on this panel to be notified on completion.

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.