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Asset allocation questionnaire

asset allocation questionnaire

Whether you're a budding fintech startup or an established finance firm, the Asset Allocation Questionnaire is your golden ticket.

This questionnaire lets you delve into a financial planner's mind, unraveling their asset allocation strategies and professional expertise. As you gather these valuable insights, you can tailor your services to meet their needs perfectly.

So, why wait? Start benefiting from these insights today. Your bottom line will thank you.

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Questions to include on your Asset allocation questionnaire

1. Personal Information

This section captures the basic details of the Financial Planner.

  • Full Name
  • Email
  • Phone Number
  • Company Name

2. Professional Background

This section allows you to understand their level of professional experience and qualifications, which may influence their asset allocation decisions.

  • Years of experience in Financial Planning
  • Certification (Certified Financial Planner, Chartered Financial Analyst, Other)

3. Client Base Information

This section helps to understand the demographic and financial range of the clients they are dealing with, which can have an impact on asset allocation strategies.

  • What is the average net worth of your clients?
  • Average age range of your clients (Under 30, 30-50, 50 and above)

4. Asset Allocation Preferences

This section gathers information on their general approach to asset allocation, which can shed light on their investment philosophy.

  • What percentage of your clients' portfolio do you typically allocate to equities?
  • What percentage of your clients' portfolio do you typically allocate to fixed income securities?
  • What percentage of your clients' portfolio do you typically allocate to alternative investments?

The percentage allocation questions are crucial as they provide insight into the Financial Planner's investment style and risk tolerance considerations while devising an asset allocation strategy.

5. Risk Tolerance

This section helps to assess their approach towards risk management and how they balance risk-reward while planning asset allocation.

  • How would you describe your general risk tolerance when managing your clients' portfolios? (High, Moderate, Low)

The risk tolerance question is critical, as it helps to understand their risk threshold and how they might respond under different market conditions.

Things to consider

  1. Simplicity - Keep your form straightforward and easy to understand. Avoid using technical jargon or complex sentences where simple words will work.
  2. Privacy - As the form will collect personal and sensitive information, be sure to include a privacy statement. Assure users that their information will be kept confidential and used appropriately.
  3. Validation - Use HTML5 field validations to ensure that users enter data correctly. For instance, the email field should not accept submissions that do not follow the standard email format.
  4. User Experience - Keep the user experience in mind. The form should be mobile-friendly, ensuring that it's easy to complete on any device.
  5. Progress Indicators - If the form is long, consider using progress indicators. These can help users know how much of the form they have completed and how much remains.
  6. Grouping Questions - Group related questions to make the form easier to navigate and understand. This can also make the form seem less lengthy and daunting.
  7. Error Messages - Include clear error messages to guide users when they fill in the form incorrectly. This will help them easily understand any mistakes and how to correct them.

How to create your Asset allocation questionnaire

Now that you know what questions you should include, it's time to build your form!

The only problem is that traditional forms tools are inefficient.

People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email. 

That's why you should give Content Snare a try. 

Content Snare is packed with advanced features that will have you hours:

  • Automatic reminders - Remind people to complete their form with fully customizable reminders.
  • Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
  • Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
  • Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.

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