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Agent library / Prospects and proposals / Risk profile scoring

Risk profile scoring

PitCrew scores each completed risk questionnaire using your firm's scoring method, flags answers that contradict each other and drafts the summary for the advisor. The advisor sets the final profile with the client.

When it runsWhen a questionnaire comes back
Who approvesThe advisor
Works withQuestionnaire responses, CRM
Get in touchDescribe your version of this task

How it works

4 steps. A person decides at the end.

  1. Reads the answersFrom the questionnaire or intake form
  2. Scores themWith your firm's method
  3. Flags conflictsFor example, a long time horizon but a need for cash next year
  4. A person approvesAdvisor reviewsDiscusses with the client and sets the profile

What it reads and what it produces

Reads

  • Completed questionnaire
  • Your scoring method
  • Goals and timeline from intake

Produces

  • A score and suggested profile
  • Answers that conflict, for the advisor to discuss
  • A summary for the file

Rules it follows

  • Never sets the profileIt suggests. The advisor sets it with the client.
  • Never writes risk tolerance to the CRMWithout the advisor's approval.

Questions firms ask

Last updated: October 2026

Can we use our own questionnaire?

Yes. It scores your questionnaire with your method.

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

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