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Client Profiling
Using the latest version of the system, we show you how to:
* Configure the settings for Client Access to include your firm logo, theme colour and tailor the wording on the email invitation and displayed on screen

* Issue a client invitation using Client Access

* Import and review client responses to risk questionnaires

* Add notes to capture details of discussions around Investor Experience, Attitude to Risk, Capacity for Risk and Sustainability

* Show the benchmark asset allocation

* Demonstrate potential losses and gains over a time frame

* Produce a Client Profiling report and tailor it for your firm and client

This session will last approx 1hr.

Any registrations after 8.45am on the day of the session will not be actioned.
Please choose only one meeting to attend.
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