| 개발자: | Quilter Business Services Limited (5) | ||
| 가격: | 무료 | ||
| 순위: | 0 | ||
| 리뷰: | 0 리뷰 작성 | ||
| 댓글: | 0 댓글 게시 | ||
| 목록: | 0 + 0 | ||
| 포인트: | 0 + 0 ¡ | ||
| Google Play | |||
기술
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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개발자
- Quilter Business Services Limited
- 플랫폼: Android 앱 (3) iOS 앱 (2)
- 목록: 0 + 0
- 포인트: 0 + 6,523 ¡
- 순위: 0
- 리뷰: 0
- 댓글: 0
- 할인: 0
- 동영상: 0
- RSS: 구독
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- Platform Risk profiler
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https://www.quilter.com
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«Platform Risk profiler». 플랫폼: Android. 카테고리: 금융. 개발자: «Quilter Business Services Limited». 첫 번째 릴리스: . 마지막 업데이트: . 현재 가격: 무료. 이 타이틀은 아직 AppAgg에서 평가나 리뷰를 받지 못했습니다. AppAgg는 «Platform Risk profiler»의 가격 기록, 평점 및 사용자 피드백을 추적합니다. 향후 할인 및 업데이트 받기: RSS에서 확인할 수 있습니다. AppAgg는 애플리케이션을 호스팅하거나 소프트웨어를 배포하지 않습니다. 모든 상표, 로고 및 스크린샷은 해당 소유자의 자산입니다.
Platform Risk profiler 단축 URL: 복사됨!- 🌟 공유하기
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