| Sviluppatore: | Quilter Business Services Limited (5) | ||
| Prezzo: | Gratis | ||
| Classificazioni: | 0 | ||
| Recensioni: | 0 Scrivi una recensione | ||
| Listes: | 0 + 0 | ||
| Punti: | 0 + 0 ¡ | ||
| Google Play | |||
Descrizione
Getting your clients to understand and agree their ‘appetite for risk’ is one of the key stages in the investment process. The task of risk profiling and risk discussion can however be time consuming. Completing the client questionnaire, inputting the answers online and then discussing the results are typically done at separate times.
To make the whole process more efficient for you and your clients, this app does it all in one go. It allows you to complete the questionnaire, get the risk score and then discuss with your client what that risk score means, during a single meeting.
The agreed risk level can then be emailed back to your office for use with Quilter’s platform online investment tools.
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- Quilter Business Services Limited
- Piattaforme: Android App (3) iOS App (2)
- Listes: 0 + 0
- Punti: 0 + 6,475 ¡
- Classificazioni: 0
- Recensioni: 0
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Informazioni aggiuntive
- Versione: 4.3.7
- Categoria:
Android App›Finanza - Sistemi operativi:
Android 5.1 - Dimensioni:
22 Mb - Classificazione contenuti:
Everyone - Google Play Voto:
0 - Aggiornata:
- Data di uscita:
Contatti
- Sito web:
https://www.quilter.com
Platform Risk profiler URL breve: Copiato!- 🌟 Condividi
- Google Play
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