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May 9 in Ask for Advice
Risk tolerance question
Looking for recommendations on a risk solution for an advisor:
He has used Riskalyze/Finametrica to build a custom questionnaire that the number corresponds to the amount of the portfolio they are willing to lose.
i.e. A risk score of 33 equals a 33% loss in the portfolio
I haven't demoed many tools in this category - what do you recommend?
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Risk tolerance question
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