Flag clients whose risk tolerance profile needs a refresh
Every Monday, WebRun opens RightCapital, checks each client's risk tolerance profile for a completion date and whether the recorded risk score still matches their current investment allocation, flags anyone overdue for a reassessment, logs them in Google Sheets, and posts the planning team a Slack digest.
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How do I automatically track which clients are overdue for a risk tolerance reassessment?
WebRun opens RightCapital every Monday and identifies clients whose risk tolerance profile is more than 12 months old or has not been recorded. It logs each flagged client in a Google Sheets tracker and posts the planning team a Slack digest, so every portfolio is backed by a current, documented risk assessment.
- Every client's risk tolerance assessment stays current within a 12-month window
- The team has a live Google Sheets tracker with full review history for compliance purposes
- Advisors are never caught with an outdated risk profile during a client conversation or audit
Built for financial advisors · RIAs · compliance-focused planners · wealth management firms
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.rightcapital.comin a real browser with your saved login - no setup, no API keys. -
1
RightCapital - identify clients with outdated or missing risk tolerance profiles
rightcapital.com How to Automate RightCapital
WebRun opens RightCapital to identify clients with outdated or missing risk tolerance profiles. - Open RightCapital and review each client's profile for a recorded risk tolerance score and the date it was last assessed
- Flag clients whose risk tolerance was assessed more than 12 months ago
- Also flag clients who have no risk tolerance recorded at all in their RightCapital profile
- Note each client's name, advisor, last assessment date, and current risk score
Done when Every client with an outdated or missing risk tolerance profile is listed with their last assessment date.
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2
Google Sheets - log clients due for risk tolerance review
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log clients due for risk tolerance review. - Open the risk tolerance review tracker in Google Sheets
- Add or update a row for each flagged client with their name, advisor, last assessment date, current risk score, and action status
- Mark rows as Updated once the advisor completes a new assessment and records it in RightCapital
Done when The Google Sheets tracker reflects every client currently due for a risk tolerance review.
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3
Slack - post weekly risk review digest to the planning team
slack.com How to Automate Slack
WebRun opens Slack to post weekly risk review digest to the planning team. - Post a risk tolerance review digest to the planning team's Slack channel
- List clients who are newly flagged this week and those who have been overdue for more than 90 days with no action
- Link to the Google Sheets tracker for the full list
Done when The planning team has a Slack digest of this week's risk tolerance review queue.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does WebRun send clients a risk tolerance questionnaire automatically?
No. WebRun only flags which clients are overdue for a review and posts an internal Slack digest and Sheets tracker for the advisory team. The advisor initiates the reassessment conversation directly with the client.
Why does risk tolerance need to be reviewed annually?
A client's financial situation, time horizon, and comfort with volatility can shift significantly in 12 months due to life events, market experiences, or changes in income. Annual reassessment helps keep portfolio allocations aligned with current preferences and satisfies regulatory documentation expectations.
How does the tracker clear once a client's risk tolerance is updated?
Once the advisor completes a new assessment and updates the risk tolerance date in RightCapital, WebRun reads the refreshed date on the next Monday run and removes that client from the flag list automatically.
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