Risk Profile & Investment Policy — Update / setup form (auth-only) for Financial Advisors. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

Your risk profile and the policy that guides how your portfolio is built, rebalanced, and aligned to your values.

What it collects (by section):

• Risk profile — Risk Tolerance Score (1-100) [number]; Drawdown Comfort Level [dropdown: 5% / 10% / 15% / 20% / 30%+]; Risk Capacity Drivers [multi-select: Stable income / Short time horizon / Liquidity needs / Debt obligations / Dependents / …].
• Portfolio approach — Model Portfolio Preference [dropdown: Income / Balanced / Growth / Aggressive growth / Custom/Blended]; ESG / Values Preferences [multi-select: Environmental focus / Social impact / Governance emphasis / Faith-aligned / Exclude fossil fuels / …]; Investment Restrictions / Exclusions [long text].
• Rebalancing & income — Rebalancing Policy [dropdown: Interval-based / Drift/threshold-based / Cash-flow based / Manual/as needed]; Rebalancing Threshold [dropdown: 3% / 5% / 10% / 15%]; Dividend/Distribution Preference [dropdown: Reinvest / Pay out to cash / Case-by-case].
• Investment Policy Statement — Investment Policy Statement (IPS) On File [choice: Yes / No]; IPS Effective Date [date].

Form type: Update / setup (up), auth-only. Niche: Financial Advisors. Deployment: embed.

Best for / surface when: Financial Advisors client workflow — risk profile & investment policy.