EValue

EValue's Risk Profiler is an off-the-shelf psychometric questionnaire which lets you identify a client's attitude to risk. It communicates investment risk in several ways, using visuals, illustrations and descriptions.

Risk Profiles (Content Integration & System Configuration)
*Please note that only administrator users can alter these risk profile states. In the Attitude to Risk section, it is possible to describe the client’s...
Fri, 31 Jul, 2020 at 9:13 AM