Risk assessment and scoring

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Risk questionnaire completed

   Client submits completed risk tolerance questionnaire through Riskalyze platform. System captures initial risk preferences and investment objectives.

   Riskalyze
2. 2

   Action

   Retrieve client profile data

   Pull comprehensive client information including demographics, account balances, existing holdings, and previous assessments from CRM. Consolidate data for analysis.

   Redtail CRMOrion
3. 3

   Action

   Calculate composite risk score

   Process questionnaire responses, financial data, and behavioral patterns through risk scoring algorithms. Generate numerical risk score and capacity metrics.

   RiskalyzeMoneyGuidePro
4. 4

   Decision

   Evaluate score alignment

   Compare calculated risk score against client's stated preferences and existing portfolio allocation. Determine if significant misalignment exists requiring advisor intervention.

   MoneyGuidePro
5. 5

   Action

   Generate portfolio recommendations

   Create model portfolio allocations and specific investment recommendations based on risk profile. Include alternative scenarios and stress testing results.

   OrionMoneyGuidePro
6. 6

   Action

   Update client records

   Store risk assessment results, scores, and recommendations in client database. Create alerts for advisor review and schedule periodic reassessment.

   Redtail CRMSalesforce Financial Cloud
7. 7

   Output

   Deliver risk assessment report

   Generate comprehensive risk profile report with scores, recommendations, and compliance documentation. Distribute to advisor and client portal automatically.

   Salesforce Financial CloudOrion

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