Every investor has their own unique set of preferences when it comes to their finances. This goes beyond Risk Tolerance and includes how Confident they are, their emotional capacity to endure market stress, and much more. We call this collection of preferences their Financial Personality.
Some of these personality traits like Risk Tolerance are important for satisfying regulations, whilst others such as Composure help you to understand how investors are likely to feel and behave over the investment journey. These rich insights help you to tailor your investment recommendations and deliver a more personalised service.
This video shows an older version of the web app, and will be updated. We've left it up because the functionality hasn't changed, just the appearance.
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