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.
Contact us
The strengths of risk profiling
Customizable
In your colors, the journey, the questions and the scores can be personalized.
Ergonomic
Responsive, with the possibility of skipping questions to come back to them later.
Traceability
Responses are saved in the event of a dispute.
Synthesis
Possibility to download the summary or send it by email.
Are you ready to get started?
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.