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

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.

 

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