For financial & investment advisers

The needs analysis that happens before the advisory meeting

Investment goals, horizon, risk appetite, experience level: your client completes the structured questionnaire calmly in advance — you start the meeting with a clear picture instead of 30 minutes of basic fact-finding.

Create your questionnaire
How it works

~30 Min of basic fact-finding per advisory meeting moved into the pre-meeting questionnaire

Where advisory meetings lose time today

The first half hour is fact-finding

Investment goals, time horizon, prior experience, liquidity needs — all important, none of it requires your presence. Yet this fact-finding eats the most valuable meeting time before the actual advice begins.

Risk appetite under observation

In a meeting, many clients present themselves as bolder or more cautious than they are — depending on what feels socially expected. Those who answer the assessment questions alone beforehand answer more honestly. The meeting then validates instead of collecting.

The paper questionnaire does not fit the client

The standard intake sheet asks a 30-year-old ETF saver the same questions as a retiree with a lump sum. Without branching it is too long for both — and gets filled in half-heartedly or not at all.

Structured preparation, focused advice

  1. 1

    Set up the needs questionnaire

    Build the questionnaire with AI support, following your advisory method: goals, investment amount and savings rate, horizon, liquidity reserve, risk self-assessment with scenario questions, experience by asset class, sustainability preferences. Conditional logic adjusts depth to the client type.

  2. 2

    Clients reflect without time pressure

    The link goes out with the appointment confirmation. One question per screen, plain language, save-and-resume — the question "How would you react to a 20% drop?" deserves an honest answer from the sofa, not a spontaneous one under observation.

  3. 3

    You hold the meeting at the level of the answers

    Before the meeting, the full picture sits in your dashboard: goals, horizon, risk attitude, experience. You prepare fitting scenarios and use the meeting time for context and the suitability assessment — what your clients actually pay you for.

Made for confidential financial data

Conditional logic

Beginners get explanatory questions, experienced investors the detail — the form adapts to the client.

In-form calculations

Run savings rate, horizon and target amount live — as orientation for the meeting.

Password protection

The questionnaire is only accessible to invited clients — not to anyone guessing the URL.

Hosted in Germany + DPA

Wealth data stays GDPR-compliant on German servers — with an Art. 28 DPA, no US cloud.

Save and resume

Anyone needing to check portfolio balances first resumes later — without starting over.

Your branding (Pro)

Logo, colours, custom domain — the questionnaire feels like part of your advice, not a third-party tool.

A rounding error next to one advisory hour

Free to try (3 forms, 100 responses/month). Pro with unlimited forms, your branding and AI included: €12/month, €9/month annually.

Free

3 forms, 250 responses/month

Pro

Unlimited, 10,000 responses/month, AI included

View all plans

Questions from advisory practice

Does the questionnaire replace the regulatory suitability assessment?
No — the suitability and appropriateness assessment is conducted by you as the adviser within your regulatory duties, with your documentation. The Questee questionnaire is the structured pre-capture of goals, experience and risk attitude that prepares your meeting. It gives no product recommendation and is not investment advice.
How secure are my clients' wealth details?
Investment amounts and risk profiles are highly sensitive — accordingly, all answers are stored tenant-isolated on servers in Germany, transfer is encrypted, and an optional password protects access to the questionnaire. We supply the Art. 28 GDPR DPA so your privacy documentation stays complete.
Why not the trusty paper form in the meeting?
Three reasons: first, it costs meeting time better spent on advice. Second, clients answer risk questions more honestly alone and unobserved. Third, paper cannot branch — the online questionnaire asks an ETF beginner different questions than an experienced investor, staying pleasantly short for both.
Which questions belong in an investment needs analysis?
The proven core: concrete goals (retirement, property, wealth building), lump sum and/or savings rate, horizon, required liquidity reserve, experience per asset class, risk self-assessment plus at least one scenario question ("Your portfolio drops 20% — what do you do?") and sustainability preferences. You tailor the exact cut to your advisory method.
Do clients really answer risk questions more honestly in advance?
In practice, yes: without an adviser opposite, the impulse to appear more confident or more cautious than one is disappears. It remains important that you mirror and probe the self-assessment in the meeting — that is exactly what you gain the time for. The questionnaire delivers the honest starting point, your advice the interpretation.
How does this differ from a robo-adviser flow?
The robo-adviser uses its flow to replace you — it ends in a product sale at the robo. Your Questee questionnaire does the opposite: it prepares your personal advice, runs under your branding and all data belongs to you. The recommendation stays where trust and liability belong together: with you.
When is the best moment to send the questionnaire?
Right with the appointment confirmation — with one sentence on the benefit: "So we can use your meeting time for the questions that really matter." Two days before the meeting, a friendly reminder to anyone not yet finished. Thanks to save-and-resume, even a half-completed questionnaire counts — you complete the rest together.

Your next advisory meeting starts with a clear picture

Set up the needs analysis, send it with the appointment confirmation, spend advisory time on advice. Start free.

Create your questionnaire