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Investment review survey template

Know that clients understand their plan, a few days after each review

Four questions after a portfolio review: how well the client understands the risks, whether the plan feels too cautious or too risky, how much they trust their advisor and what needs a better explanation. Use it as it is or change any question, and Usertick reads every written answer for you.

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What this investment review survey tells you

An investment review survey checks what a client took away from a portfolio review. This template asks four questions in about a minute: how well they understand the risks in their plan, whether the plan feels more cautious or more risky than they would like, how much they trust their advisor and what they would like explained better.

It is written for an email a few days after the review, once the client has read the summary and thought it over. The same template runs as a link the advisor adds to the review summary, or in the chat layout, which asks one question at a time.

Every written answer is read as it arrives and filed under a category from your list, with a type, a sentiment and an urgency, and each response gets a customer risk reading. Results shows the understanding and trust averages with a column per step and the share of clients for whom the plan feels about right, each against the period before.

In an emailAs a linkOn your websiteAs a conversation
Questions
4
Time to answer
About a minute
Written for
An email a few days after the portfolio review
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

In an email

Send it from Usertick to a contact list, and a button in the email opens the survey on its own page. Usertick sends 50 emails a month on the free plan, or connect your own sender.

The 4 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 4 · Big scale

How well do you understand the risks in your investment plan?

Why ask it
A client who doesn't understand the risks is the client who panics in a falling market. Asking after the review shows whether the explanation worked.
What you learn
Results shows the average and a column for each step from 1 to 10, against the period before, so a new way of presenting risk can be judged by the next period.
Make it yours
Filter to the low scores to read what those clients asked to have explained better.
Question 2 of 4 · Multiple choice

How would you describe your plan?

Why ask it
A plan can be suitable on paper and still feel wrong to the client. Three plain choices show whether the plan matches how much risk they want to take.
What you learn
A donut shows the share and count of each answer, and over time as stacked shares. Select More risky than I'd like to narrow the page to those clients and see their trust scores.
Make it yours
Pass every answer other than About right for me to the advisor, so the plan is discussed again before the next review.
Question 3 of 4 · Big scale

How much do you trust your advisor?

Why ask it
Trust keeps clients through a bad year. A 1 to 10 score lets you follow it across reviews and see when it moves.
What you learn
Results shows the average trust score and a column per step, against the period before.
Make it yours
On every plan, set an alert when the average trust score falls below a line over 30 days, so the team hears about a drop before the next round of reviews.
Question 4 of 4 · Text · Optional

What would you like explained better?

Why ask it
Clients rarely say in a meeting that they didn't follow. A written question afterwards lets them name the fee, the fund or the term they want explained again.
What you learn
Usertick reads each answer as it arrives, files it under a category and a theme from your list, marks it as a question, a complaint or an idea, and flags the urgent ones, in any language. Results shows up to 8 themes with their trends.
Make it yours
Collect the most common themes into the next review pack, so the explanation improves for every client.

What the answers show

Results turns each question into numbers you can follow week by week.

How would you describe your plan?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

Every written answer, read for you

Each answer arrives with its category, theme, type and urgency, so the urgent ones reach your team first.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Investment review in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    Send it a few days later

    Give clients time to read the summary. Import the week's reviews as a contact list and schedule the send three days after the meeting.

  2. 02

    Keep one survey for every round

    Use the same survey for each round of reviews, so the averages compare with the period before. Turn off Skip people who already received this survey before the second round, or returning clients are skipped.

  3. 03

    Follow up on a mismatch

    Give every More cautious than I'd like or More risky than I'd like answer an owner in the inbox, and note the outcome of the call on the response.

  4. 04

    Keep account details out

    Ask about understanding and trust, never about balances, account numbers or ID numbers. A survey sent through Usertick email already ties each answer to the client's contact.

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Questions from the library

Browse the question library
  1. How confident are you in your investment plan?Big scale · Investing and advice
  2. How clear was the advice you received?Stars · Investing and advice
  3. In investing, what matters more to you?This or that · Investing and advice
  4. How easy was the loan application?Customer effort · Loans and mortgages
  5. How many days did the decision take?Ruler · Loans and mortgages
  6. Was the interest rate what you expected?Yes / No · Loans and mortgages

Frequently asked questions

Two to five days after the meeting, once the client has read the summary. Sending it the same day measures the meeting before the client has thought it over.

Three to five. This template asks four, the last one optional, and takes about a minute.

Have the advisor call and go through the plan again, and record what changed in the response's notes in the inbox. The client's answer after the next review shows whether the call worked.

Give each advisor or team its own copy of the survey and contact list. Results reads each copy on its own, so every advisor gets their own averages.

Yes. Connect your own sender and the survey email goes out from your firm's address, with no monthly allowance. Otherwise Usertick sends it, from 50 emails a month on Free to 10,000 on Business.

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

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