Investment ratings and research provider FE has launched a risk-profiling tool to assist advisers with their suitability requirements and assessing their clients' attitudes to risk.
The tool consists of a client attitude to risk questionnaire, an investment mapping tool and a final report. The client attitude to risk questionnaire is powered by EValue. It is intended to help advisers...
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Schroders and Aviva Investors
LightTower Partners, Seneca Partners and Unicorn AM
Integration with Money Dashboard
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