05. Risk evaluation

This video explains how to use the risk assessment tool  in VieFund to simulate the impact of a change of funds on a client’s profile.

Here are the steps of the procedure:

1. Profile access: Log in to VieFund, search for your client, and open their profile.
2. Navigation: Click on the “Plans” tab  (top left), then on the “Risk Assessment” button  in the blue bar at the bottom of the screen.
3. Simulation: In the new window, select an issuer, enter a fund code and enter an amount (e.g., $1,000).
4. Analysis: The system automatically recalculates the overall weight and updates the risk category (e.g., from 50/50 to 91% medium risk).
5. Objectives: Check the automatic adjustment of the investment objective category.
6. Documentation: Use the PDF export option  (bottom right) to keep a record of this analysis on file.

This is a great way to validate a strategy before applying it!