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Feb 14 in AdvisorTech Demo
Demo Recording of the PreciseFP Risk Tolerance Questionnaire
Why have two tools when you could have one?
In this demo, Nora with PreciseFP goes over the risk tolerance questionnaire included with PreciseFP's data gathering capabilities.
Here's an example of the questionnaire.
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Demo Recording of the PreciseFP Risk Tolerance Questionnaire
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