Risk tolerance questionnaires can confuse clients.
Make your process simple with DataPoints.
Your clients deserve a better experience when it comes to assessing risk tolerance.
With the Investor Profile RTQ from DataPoints, your clients will easily respond to questions about their past experiences and investing-related decisions.
Your clients will receive a complete, detailed report explaining their psychological risk tolerance, branded for your firm.
And, you’ll get a complete picture of their investing mindset.