Adding Risk Profiles Overview 

If the adviser is part of an existing dealer group on our site, we can associate one set for all advisers in the group.

• To start, head to XPLAN > Administration Functions > Assumptions  
  
  
• Existing Assumption Sets will appear. 
• If the adviser's dealer group exists, go here:
  
  
  
  
• If the adviser's dealer group doesn't exist yet, or they are self-licensed, click the Add button on the page
• Enter in the practice name and hit Save
  
  
  
  
• Now head to Risk Profiles > Risk Profiles to begin editing the targets and ranges
• First you need to select our new assumption set:
  
  
  
  
• Now click the Edit button and copy in the targets and ranges as per what has been collected
• The targets will need to add up to 100%, otherwise you'll be unable to save.
• Make sure you use the correct naming of each risk profile
• Now you're done!