After many months of revisions, we have finally finished developing "phase one" of our new risk questionnaire. Check it out: https://risk.semwealth.com
If you're interested, we just finished a short webinar on what this risk questionnaire is, why it exists, and how to use it:
I enjoyed this project quite a bit. I've been spending a good deal of my time lately on infrastructure - migrating on-prem applications to their SaaS equivalents, dealing with Windows 7 and Server 2008R2 going end-of-life next month, managing internet outages, etc. This project gave me an opportunity to also do a lot of what I like most: programming.
More importantly, this new questionnaire solved some real problems for SEM, our reps, and their clients. With this new questionnaire, you simply fill out a bit of information, answer 10 questions, and then you get a suggested portfolio with plenty of stats. Here's an excerpt from the results page:
Some other features:
Mobile friendly
You can take this questionnaire right from your phone or tablet.
We can use the results (if you want)
SEM has the ability to see these results so that, if you wish, we can start working on opening an account much faster than before. If you only want some information, feel free to just take the questionnaire and look at the results, which can also be downloaded as spreadsheet.
Compare to your current investment
If you want us to compare these results to your current investment, there is a place to upload your statement (through ShareFile).
Model allocations
These can be used to fill out our New Account Form, or used as a base for more customization.
Descriptions for models and investment strategies
You can find additional information about each model and investment strategy on the results page (and in the downloadable spreadsheet, too)
We have plenty of ideas for what we want to do next and how to improve from here, but we're always interested in feedback!
