Feature · what this software actually does

Risk tolerance & profiling

Behavioral + capacity assessment that anchors the IPS and allocation conversation.

assistedSoftware drafts, a person approves.

Vendors that ship this

Leaders

Adjacent

Build vs buy verdict

buy

Risk-profile vendors compete on methodology (capacity vs willingness vs behavior). Often bundled into the planning suite or PMS.

Skills it exercises

Roles that touch it

Where it shows up in the workflow

Client discovery & risk profilingannual
An hour of structured questions surfaces goals, values, fears, family structure, and risk tolerance — captured in CRM, not on a notepad.

Most relevant for

Test yourself · topic quizTuned · Client discovery & framing

Multiple-choice — different from any drill above.

Or play and read