Asset Allocation Form
Get a client's allocation instructions without three emails to reconcile numbers that don't match. Capture risk tolerance and target allocation in one submission you can act on.
Asset allocation requests usually come back inconsistent. One client sends percentages, another sends dollar amounts, and someone forgets an asset class entirely. By the time the numbers reconcile, you've had three exchanges over what should have been one submission.
Typeform's asset allocation form collects a client's risk tolerance and target allocation across asset classes — stocks, bonds, cash, alternatives — in a structured order, with conditional logic so someone who selects a conservative profile doesn't see high-risk options they said they don't want. A Number question for each asset class keeps entries consistent, and a Signature question captures sign-off on the instructions before you act on them.
Every allocation instruction comes in the same format — risk tolerance, target percentages, and a signature — instead of one more thread to reconcile by hand. You review one submission per client instead of chasing down what changed since the last email.
An asset allocation form is an online form a client or plan participant completes to specify how they want their investments split across asset classes — like stocks, bonds, cash, and alternatives — often alongside a risk tolerance assessment. Advisors and retirement plan administrators use it to document a client's allocation instructions before acting on them.
An emailed allocation request comes back in whatever format the client used — some send percentages, some send dollar amounts, some skip an asset class they forgot about. A form asks for the same categories in the same order every time, so you're reviewing one consistent submission instead of reconciling three different layouts before you can act on it.
Capture what you need to document and act on the instruction:
- Client name and account or plan identifier
- Risk tolerance or investment objective
- Target allocation by asset class
- Date of the instruction
- Signature confirming the allocation
Not natively. Typeform doesn't have a built-in allocation or constant-sum question type that validates totals automatically — you can collect percentages with Number questions, but confirming they sum to 100% takes a manual review or a logic-based workaround using variables. Plan for that check as a step after submission rather than assuming the form enforces it.
Yes. Add a Signature question and clients can type, draw, or upload a signature to confirm the allocation before you act on it — no separate document to print and return. It covers basic electronic signature standards (ESIGN, UETA, eIDAS) and is available on Growth Flow, Growth Custom, and Enterprise plans.
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