Questionnaires Tab - Risk Module - RightCapital Help Center

The Advisor Portal > Risk > Questionnaires tab is where you can view and customize your existing risk assessment questionnaires, as well as develop new questionnaires:

Default Risk Assessment

Every RightCapital account will already have a 'Default Risk Assessment' questionnaire that is available for use. This is sourced from the 13-Item Risk Tolerance Scale, developed by Dr. John Grable & Dr. Ruth Lytton. The Risk Values for each response have been adjusted to fit RightCapital's 1-100 risk scale.

Add a New Questionnaire

To create a new questionnaire, click the Add Questionnaire button in the upper right. This will create a blank slate draft titled "New questionnaire". You can also make a copy of an existing questionnaire, by clicking the "..." icon next to the questionnaire title, and then clicking "Copy":

Rename your questionnaire by clicking the "..." icon to the right of the questionnaire name. An optional introduction can be added within the text box below the title. Remember to click the Blue Checkmark icon to the far right of each text box to save your changes.

To begin adding questions, click the + Add Question button on the right side of the page. This will open a drawer on the right side of your screen, where you can enter your question and add your responses:

You can add up to 10 responses per question. Each response must be given a corresponding Risk Value- higher values equate to a higher risk tolerance, while lower values indicate a more conservative stance. For the most accurate results, questions and responses that signal a higher tolerance for risk should be weighted more heavily with higher risk values.

You can also choose to incorporate rich text and images into your questionnaires. To add an image to a question, click the "Upload image" button. To use rich text features (bold, italics, etc.), simply highlight one or more words in your question or any of the responses:

After completing your questionnaire, click Publish in the lower right to move that questionnaire from the 'Draft' stage, to the 'Published' stage. You will then be able to use that questionnaire within each of your client plans.

Curious about Risk Questionnaires?

Feel free to take a look at our other resources, which provide deeper dives on: