Your Investment Preferences
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Your Investment Preferences is digital tool that educates the clients on investment principles through bite size videos then captures their feelings and preferences on how their money is invested and managed through a few simple questions.
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The questions are designed to capture their preferences after being educated in investment concepts. They are not designed to produce a scored outcome, as scores may be unfairly skewed and do not always translate to a tolerable asset or risk allocation. Rather the Investment Preferences module is designed to educate the client and guide them along the decision-making process, and for the client and adviser to work collaboratively to obtain an in-depth understanding of their needs. With this the client and Adviser will work together to confirm their risk group.