PROTOTYPE FOR RIA REGISTRATION REVIEW. NOT A LIVE PRODUCT. THE ALLOCATION MODEL AND DISCLOSURES ARE DRAFTS PENDING SIGN-OFF.

Portfolio Intake, Illustrated.

Working name: INDX-variant. A prospect enters a profile and sees a sample allocation.

Your profile

Three inputs from the registration intake requirement: age, goal, and risk tolerance.

Sample allocation

Hypothetical and illustrative. Generated from your inputs by the draft model below.

Enter a profile and generate a sample allocation to preview it here.

Prototype for RIA registration review. Delivered as a web page so it can live as a tab or link on the Turnqey site. The allocation model is a DRAFT and every number lives in one editable MODEL_CONFIG block, pending Eric's investment-profile scenarios. The disclosure copy is draft standard language, PENDING final review and approval by legal (Andy). Spec: context/PRD-ria-intake-prototype.md. Built on Opus 4.8.