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Quilter ATR Profiler


4.0 ( 560 ratings )
Финансы
Разработчик Quilter Financial Planning Ltd
бесплатно

At Intrinsic our approach to investment advise is based on clearly understanding the clients financial situation, their goals and how much risk they are prepared to take with their money. A key factor when investing is to determine the clients attitude to risk, capacity to take risk and how this fits with their investment objective. This independent risk profiling App is provided for Intrinsic Financial Advisors to establish the appropriate risk category and determine a suitable strategy for the clients investment.