There are two ways to set up this app:

  1. The first, and most secure, is to clone the template/app for each investor. This ensures that there can be no overlap or shared information.
  2. A second approach is to use the Organize applet to add an investor to an existing template or app. This might be used when several investors are being advised by a single person.
  • In either case, use the Organize applet to create a master questionnaire for the investor being interviewed. This applet will also allow you to create backups and edit the investor name if necessary.
  • Once the investor has been registered, start the interview process by launching the Describe applet specific to each interview.
  • Send a Describe applet link to the investor so they can review the questionnaire and comment on it. You can also give investors editing permissions for the answers if necessary.
  • The Evaluate applet calculates client suitability scores for an investor based on how consistent their risk profile and investment objectives are.