Your Investment Preferences [Product Guides]
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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Watch a short introduction to Investment Preferences:
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How does it work?
The clients will watch videos to educate them in several areas and respond when prompted, the videos are covering:
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The videos and client response form part of the record keeping. The adviser is able to confirm outcomes and keep additional notes of any discussion to complete the records around the client(s) investment preferences. The adviser confirms this in the interface so that the information is transparent to the client(s).
Why Investment Preferences?
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