Risk Profile & Investment Policy — Update / setup form (auth-only) for Financial Advisors. Standalone version — a hosted mini landing page (an embeddable twin is also available).

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: standalone.

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