Risk Profile

Risk profile fields allow you to include client risk assessment data in your templates, including risk tolerance ratings, scores, and recommended asset allocation breakdowns.

Available fields

Risk profile data is typically extracted from your client questionnaire or meeting notes. The following fields are commonly available:

risk_profile — the client's overall risk profile label (e.g., "Balanced", "Growth", "Conservative").
risk_score — a numeric score representing risk tolerance.
risk_description — a prose description of what the risk profile means.
asset_allocation — an array of allocation targets by asset class.

Syntax

Template syntax

Risk Profile: {{risk_profile}}
Risk Score: {{risk_score}} / 10

{{risk_description}}

Recommended Asset Allocation:
{{#each asset_allocation}}
  {{asset_class}}: {{percentage}}%
{{/each}}

Risk profile and graphs

Risk profile data pairs well with graph fields. See the Graphs documentation to learn how to render asset allocation as a pie or bar chart.

Example data

Data

{
  "risk_profile": "Balanced",
  "risk_score": 6,
  "risk_description": "A balanced investor seeks moderate growth while maintaining some capital stability.",
  "asset_allocation": [
    { "asset_class": "Australian Equities", "percentage": 30 },
    { "asset_class": "International Equities", "percentage": 25 },
    { "asset_class": "Fixed Interest", "percentage": 25 },
    { "asset_class": "Cash", "percentage": 10 },
    { "asset_class": "Property", "percentage": 10 }
  ]
}