Investor Profile

What kind of investors are your clients?

This easy to use, visual Investor Profile quiz lets clients quickly enter their information to learn more about their investing preferences and risk tolerance. Learn more about:

  • What keeps clients up at night?
  • What types of returns are investors comfortable with?
  • How much volatility is ok?

Pricing
The Investor Profile Quiz is available for leasing on an annual basis. Contact us for pricing.

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