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Discussions Investwell Mint Feature Requests
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Need Common Link to Get Risk Profiler

If I need to approach client to fill Risk Profiler then he need to login and then he can fill it. If possible Provide Common link to Submit Risk Profiler. so no need to login and We can Approach New Client too 


Thank You

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3 CommentsSorted by Oldest First

This is in the development pipeline and shall be released in a few days.

from where can we access it?

Dear Sir,


We have developed a new option is Risk Profiler >> Submissions menu >> Pending tab. Here, you can select your clients whose risk profile is expired or not completed and send them a mail to submit the risk profile. 

This mail will contain and link which Investor can use to answer the Risk profiler questionnaire and submit their responses without logging in.


Regards

Anuj Jain

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