At Quilter our approach to investment advice 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 Quilter Financial Advisers to establish the appropriate risk category and determine a suitable strategy for the clients investment.
https://andro.io/app/quilteratr
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Android app profile
Quilter Financial Planning ATR for Android – Latest Version & Features
by Quilter Financial Planning ATR
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> 2.2k
Monthly Downloads
~$900
Estimated Cost
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