Risk tolerance assessment

  • Resolved speedbird168

    (@speedbird168)


    8 months, 1 week ago

    Hi, I need to create a risk tolerance assessment form for potential investment clients. Basically a multiple choice questionaire which is linked to a points based assessment to catagorize the risk profile of the applicant. I’ve just downloaded Formidable Forms, but am new to this and would appreciate any suggestions as to which template I should use, or if it is a bridge too far for the plugin. Thank you.

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  • Plugin Support Njones35

    (@njones35)

    Hi @speedbird168

    A points based assessment would be beyond the capabilities of our Lite plugin, but it is definitely possible with the Pro version of Formidable Forms.

    WordPress rules mean we can only discuss/support the Lite plugin here – so if you would like to know more, I would recommend opening a presale ticket in our helpdesk here: https://formidableforms.com/new-topic/

    Best,
    Nathanael.

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