Set up risk profiles for users and operations

Defining the risk profiles on your platform is a mandatory step to match the customer profile with the products you offer.

Defined risk profiles can then be assigned:

• to customers according to your scoring criteria
• to products according to the risk associated with each product

Clients will then only be able to invest in products corresponding to their risk profile.

How to set up risk profiles

To define the risk profiles:

go to dashboard -> Settings

Click Settings in the drop-down menu.

Enter the different risk profiles and save