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Email A Risk Tolerance Questionnaire To Your Client

The financial markets are almost always portrayed by Wall Street to everyone on Main Street as a field of dreams. If people just put some money into the market, and then wait, and wait some more, profits are produced and…

PRISM Rating and Risk Tolerance Questionnaire

StratiFi’s PRISM Rating enables advisors to determine the risk tolerance of their clients, and to use that information, expressed in a simple one to 10 score, to battleproof clients and their portfolios. If clients, and advisors, don’t understand their own…