Risk Tolerance Guide

Step-by-step guide for Wealth Advisory team members using Risk Tolerance Guide.

Live Standard plan or higher · Team member

Industry: Wealth Advisory: this app appears only in company workspaces set up for that vertical.

Explain risk tolerance and suitability concepts.

Workspace fields

These labels match the live EZ4YouTech.com workspace (sidebar provider + main panel):

Content for risk tolerance guide (required), textarea field in the workspace
Jurisdiction / scope (optional), select field in the workspace
Guidelines (optional), multiselect field in the workspace

Primary action button: Review content

Workspace overview

Example workspace for Risk Tolerance Guide with labeled fields — Mock workspace for **Risk Tolerance Guide**: field labels and guided steps match the live product.

Before you start

Sign in as a team member on your company workspace (admins connect AI accounts separately).
Confirm your company admin has connected at least one supported AI provider: leading AI services such as OpenAI, Together, Groq, and xAI (Grok); see the full list and pricing comparison in admin BYOS setup.
Verify your plan includes Standard apps: locked apps show which plan unlocks them.

Step-by-step

Open the app: In the workspace sidebar, select Risk Tolerance Guide under Industry apps.
Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
Use sample inputs (optional): Click Use sample inputs above the form to load demo values from the tutorial, then edit before you run.
Fill Content for risk tolerance guide: On the Intake tab, enter Content for risk tolerance guide (required). Required fields are marked with *.
Fill Jurisdiction / scope: On the Intake tab, enter Jurisdiction / scope (optional). Required fields are marked with *.
Fill Guidelines: On the Intake tab, enter Guidelines (optional). Required fields are marked with *.
Run the app: Click Review content. Output appears on the Result tab with download and regenerate options.
Review before client use: Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace: use only data you are allowed to process. Field names match the live product.

Content for risk tolerance guide

[Risk Tolerance Guide · wealth_advisory] Limited-time offer: lowest rate guaranteed! Text STOP to opt out. Ask the AI to flag risky claims, missing disclosures, and tone issues.

Paste the email, ad, script, or policy excerpt you need reviewed.

Jurisdiction / scope

United States

Regulatory scope for the review.

Guidelines

TCPA-friendly; no guaranteed savings; include disclaimer where required

Jurisdiction, carrier rules, or internal compliance checklist (optional).

Try these scenarios

Adapt these prompts to your client: do not paste payment card numbers, SSNs, or full IDs.

Review SMS promo for TCPA opt-out and truth-in-advertising.
Flag HIPAA-style risks in patient-facing appointment reminder.
Check listing description for fair-housing language issues.

Expected result

Shape of the AI output in the Result panel: review before client use.

Example output (review)

Flags: superlatives, missing opt-out, risky guarantees
Suggested edits in plain language
Severity: informational vs must-fix before send

Tips

Keep inputs specific: include dates, names, and constraints for better drafts.
Do not paste full payment card or government ID numbers: use business-appropriate excerpts only.
If the app is locked, ask your admin to upgrade your plan or confirm AI account setup.

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