We need to design and build an online form which consists of an attitude to risk questionnaire.
We will need a digital way of a) sending this to clients, b) enabling them to complete it online and c) upon them finishing the questionnaire, the results getting sent back to the adviser.
- We would like one of our financial advisers to be able to send a link to a client
- Client clicks on link and it takes them directly to the online questionnaire
- Client completes questionnaire and clicks “finish”
- Upon clicking finish, the client receives a “thank you, your ATR is complete” type message AND a copy of the completed questionnaire goes to adviser only.
The data needs to be stored safely due to GDPR.
The adviser needs to be able to create a personal link to their client, once they have completed the questionnaire, the information then needs to be sent back to the adviser.
Please let me know if you have any questions?