Risk profiling

The risk profiling module is a customizable path allowing in a few questions to determine the risk profile of a saver and save the summary.
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The strengths of risk profiling


In your colors, the journey, the questions and the scores can be personalized.


Responsive, with the possibility of skipping questions to come back to them later.


Responses are saved in the event of a dispute.


Possibility to download the summary or send it by email.


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Whether it’s to help you take stock of your needs or introduce you to the benefits and features of our investment solutions, we’re here.

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