Capture a suitability profile before any recommendation conversation
This route is built for launch-day discipline. It helps the team understand time horizon, volatility comfort, and experience before turning a lead into a human follow-up.
Use case
Capture a first suitability signal before discussing categories, baskets, or human-led recommendations.
What it is not
Not a recommendation engine, advisory output, or automatic fund selector.
Follow-up path
The result can be linked to a lead so the next human conversation starts with context instead of guesswork.
Risk profile questionnaire
This route captures a simple suitability snapshot for launch-day follow-up. It is not advisory output and it should only support a later human discussion.
This should help the later human follow-up stay aligned with time horizon, drawdown comfort, and basic suitability context.
Trust routes to review before any suitability discussion becomes a recommendation conversation
Risk, commission, grievance, privacy, and terms routes stay attached here so the suitability workflow never runs ahead of the disclosure layer.