Risk questionnaire updates
New
To provide more flexibility when sharing a risk questionnaire with your clients, you now have the option to download the questionnaire into a PDF document from the Advisor Portal / Risk / Questionnaires tab.
We've also included a new section to enter in any source or reference data as part of the questionnaire. To learn more about the Risk features, visit the <a href="https://help.rightcapital.com/module-overview/advisor-portal/risk-module-advisor-portal" target="_blank" rel="noopener...