Quilter Financial Planning_ATR 4+
Quilter Financial Planning Ltd
Designed for iPad
-
- Free
iPad Screenshots
Description
At Quilter our approach to investment advice is based on clearly understanding the client's financial situation, their goals and how much risk they are prepared to take with their money. A key factor when investing is to determine the client's attitude to risk, capacity to take risk and how this fits with their investment objective. This independent risk profiling App is provided for Quilter Financial Advisers to establish the appropriate risk category and determine a suitable strategy for the client's investment.
Ratings and Reviews
App Privacy
The developer, Quilter Financial Planning Ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Quilter Financial Planning Ltd
- Size
- 68.2 MB
- Category
- Finance
- Compatibility
-
- iPad
- Requires iPadOS 10.3 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
- Age Rating
- 4+
- Copyright
- © Quilter Financial Services Ltd
- Price
- Free