Send branded risk assessment surveys to your clients, automatically score their Risk Capacity and Risk Preference, and generate a polished Investment Policy Statement — ready to review, annotate, and export as a PDF.
7-day free trial · $9/month · No long-term contract
Designed to align with industry best practices
From first contact to a signed Investment Policy Statement, CalibrateIQ guides you and your client through every step.
Generate a unique link for each client, or share your master link to collect surveys from multiple clients at once. No client account needed.
Upload your firm logo and name in Firm Settings. Your branding appears on every survey your clients see and on every PDF you export.
Risk Capacity (objective ability to absorb losses) and Risk Preference (emotional comfort with volatility) are scored separately, 0–100 each.
Create single-client reports or combine two clients into a joint household report. Combined category is based on the average of both members' Risk Capacity scores.
Add your own notes to each report — context about goals, special circumstances, or anything relevant. Notes are saved and included in the exported PDF.
Export any report as a print-ready PDF with your firm logo, name, and all survey responses included. Three clean pages, professionally formatted.
Your client gets a polished, branded experience. You get a compliant, exportable deliverable.
Add your firm name and logo in Firm Settings. Your branding will appear on every survey and IPS you generate.
CalibrateIQ gives you one link to share with any client. Send it by email, text, or however you communicate — no setup needed for each client.
Your client answers 7 questions at their own pace on any device. No account required. The experience is clean, mobile-friendly, and shows your firm branding.
Once submitted, view the full risk profile. Create a report, add advisor notes, and export a branded, three-page PDF with the full IPS and survey Q&A.
CalibrateIQ separates Risk Capacity — a client's objective ability to absorb losses based on age, time horizon, and financial situation — from Risk Preference — their subjective emotional comfort with volatility. The final profile uses the more conservative of the two, keeping your recommendations defensible.
A growth-oriented portfolio that accepts moderate short-term fluctuations in pursuit of solid long-term capital appreciation.
Final category uses the more conservative of the two scores
James retires in 8 years; Laura continues working for 12. Prioritizing growth while maintaining capacity to weather short-term drawdowns...
Once your client completes their survey, CalibrateIQ generates a full Investment Policy Statement with their risk profile, scores, and all survey responses. Add your own advisor notes, then export a branded, print-ready PDF in one click. Couple and household reports show side-by-side profiles for joint accounts.
Share a unique link for each client — or use your master link to collect surveys from multiple clients at once. The survey is clean, mobile-friendly, and branded with your firm logo and name. No client account needed, ever.
When do you expect to start drawing income from your investments?
Which best describes your attitudes about this investment's performance over the next three years?
One plan. Everything included. Cancel anytime.
per advisor · billed monthly
No credit card needed to get started
Start your 7-day free trial and send your first survey in under five minutes.
Start your 7-day free trial