Risk Profiling Tools
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Synaptic offers advisers a risk profiling tool that uses a psychometric questionnaire to assess a client’s attitude to risk. The system aligns this with a client’s capacity for loss to generate a comprehensive risk profile for investment suitability and compliance documentation.

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HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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INSIGHTS:

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Risk Profiling Tools
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