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
1 Votes
3 Comments
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Anuj Jainposted
5 months ago
Admin
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
0 Votes
Suresh P Vithlaniposted
5 months ago
from where can we access it?
0 Votes
A
Anuj Jainposted
over 1 year ago
Admin
This is in the development pipeline and shall be released in a few days.
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
1 Votes
3 Comments
Anuj Jain posted 5 months ago Admin
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
0 Votes
Suresh P Vithlani posted 5 months ago
from where can we access it?
0 Votes
Anuj Jain posted over 1 year ago Admin
This is in the development pipeline and shall be released in a few days.
0 Votes
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