Can your RTQ anticipate client decisions?
Assess psychological risk tolerance with the Investor Profile.
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 your clients’ investing characteristics and how other investors compare.