Goals, Recommendations & Risk Profiles Overview

Follow

At the core of financial advice is the concept of client goals. Adviser recommendations are based on what a client wants to achieve while taking into account the resources they have. Also important is the amount of risk that a client is wiling to take. These three key concepts all relate closely to each other and as such, are grouped together in Practifi. 

Keeping track of your clients' goals and risk profiles, and marrying these up to specific recommendations are made possible through the Goals & Strategy   tab.

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.