ProAdvisorSuite
Log In
Community
Classroom
Members
Leaderboards
About
Log In
5
Joe Moss
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.
Like
3
1 comment
5
Demo Recording of the PreciseFP Risk Tolerance Questionnaire
ProAdvisorSuite
skool.com/proadvisorsuite-8887
Hack Your Tech Stack! with the ProAdvisorSuite community
Start here
Vendor Partners
AdvisorTech Reviews
293
Members
2
Online
2
Admins
JOIN GROUP
Leaderboard (30-day)
1
James Cantwell
+5
2
Miguel Thorpe
+2
3
Pamela Rasey
+1
4
Russ Thornton
+1
5
Cean Kenefick-Rogers
+1
See all leaderboards
powered by