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At Quilter our approach to investment advice is based on clearly understanding the client's financial situation, their goals and how much risk they are prepared to take with their money

Quilter Financial Planning ATR

by Quilter Financial Planning Ltd

What is it about?

At Quilter our approach to investment advice 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 Advisers to establish the appropriate risk category and determine a suitable strategy for the client's investment.

App Details

Version
6.0.28
Rating
NA
Size
65Mb
Genre
Finance
Last updated
August 4, 2021
Release date
May 11, 2012
More info

App Screenshots

App Store Description

At Quilter our approach to investment advice 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 Advisers to establish the appropriate risk category and determine a suitable strategy for the client's investment.

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