Send risk tolerance questionnaire and token to client

Your intake submissions omit secure questionnaire links, causing manual tokens and delayed follow-up. Get a tracked link plus one-time token sent automatically so clients can respond same day.

Overview

Avoid manual token creation and lost questionnaire links that slow advisor follow-up; this flow turns intake payloads into a tracked email with a one-time token. It reduces manual steps and gets clients responding same day, improving onboarding throughput.