At Quilter our approach to investment advise is based on clearly understanding the client's 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 client's 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 Advisors to establish the appropriate risk category and determine a suitable strategy for the client's investment.
What's new in this version
First release to the windows store
- Financial planning