Having clients complete a risk tolerance questionnaire is critical to your business.
The trouble is, the most widely used RTQs confuse clients and do not predict future investing behavior.
At DataPoints, we think your clients deserve a better experience. We think you deserve to use an assessment that can help you guide clients to avoid behavioral pitfalls and achieve financial success.
We created the Investor Profile assessment with the client in mind. Advisors use the Investor Profile to get to know investor psychology from the start of the relationship, to compare spouses on five investor psychology factors, and to anticipate how clients will react during times of market chaos.
Download our overview to learn more. Or, sign up for a free, two-week trial, and try it for yourself and with your clients.