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Sunday, December 15, 2019
HomeProspectingThis is How You can Address Fiduciary Concerns & Build Suitable Portfolios

This is How You can Address Fiduciary Concerns & Build Suitable Portfolios

During the webinar you will learn how to use cutting edge science to measure risk tolerance and build most efficient risk/return profiles for every client and prospect. Keeping the fiduciary standard in mind, today it is more important than ever to accurately measure an investor’s risk tolerance and to build appropriate portfolios.

RiXtrema and FinaMetrica have partnered to offer advisors unique value, by integrating two applications. Advisors will be able to measure risk tolerance and optimize investor’s portfolio to make sure it fits the psychometric characteristics. During the webinar you will see a brief demo of the integrated workflow and how it can help you be the trusted advisor.

 

 

 

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