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Description

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.

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Additional information

Published by

Quilter Financial Planning

Release date

7/1/2019

Approximate size

43.47 MB

Age rating

For all ages


This app can

Access your Internet connection

Installation

Get this app while signed in to your Microsoft account and install on up to ten Windows 10 devices.

Language supported

English (United States)



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