As part of our new GrowthPlan, you will soon be able to add Risks under a new submenu that is currently in development.
This new feature will allow you to do the following:
Add a new risk.
Rate Likelihood and Consequences.
See a matrix with the rating.
Add ways to de-risk.
Download PDF-file with risks or include in the full GrowthPlan PDF.
Using this page advisors and their clients can be transparent about risks to their lenders and other stakeholders.
Below, you can see the first mock-ups of how it will look like.
1. Risk page with a list view
When you click on Risks under GrowthPlan menu, you’ll have a list of previously added risks. In this page you’ll be able to add new ones and delete old ones.
You can see the autogenerated matrix of Likelihood/Consequence rating.
2. Add new Risks
Know how to tackle your risks by adding information about it. You can describe the risk and also add counter measures.
The platform will automatically calculate the status level of each one based on what you input on likelihood and consequences.
If it’s a high risk you’ll see it in red, if it’s medium in yellow and for low risks you see it in green color.
3. Download a PDF of this page
As always you will be able to download a PDF of the risk page by clicking the download button, were you can select if you wish to download the single page PDF or the Full GrowthPlan report.
Please share your comment below, and take part in the development of the upcoming page.