Risk Tolerance Guide

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

Live Requires Standard plan or higher · Agent role

Industry: Wealth Advisory — this app appears only on tenants provisioned for that vertical.

Explain risk tolerance and suitability concepts.

Workspace fields

These labels match the live EZ4Youtech workspace (sidebar provider + main panel):

Content to review (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** — rich controls (dates, selects, sliders), guided steps, and field labels match the live app UI (May 2026).

Before you start

Log in as a user on your company tenant (admins set up BYOK separately).
Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
Verify your plan includes Standard apps — disabled apps show the plan required to unlock 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 BYOK provider your admin configured (OpenAI, Together, or Anyscale).
Fill Content to review — Enter Content to review (required) in the workspace form.
Fill Jurisdiction / scope — Enter Jurisdiction / scope (optional) in the workspace form.
Fill Guidelines — Enter Guidelines (optional) in the workspace form.
Run the app — Click Review content. Output appears in the Result panel with download option.
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 to review

[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 prompts 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 the tenant plan or confirm BYOK setup.

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