Behavioural finance app added to Intelliflo suite
- Friday, 28 June 2024
- Articles
A behavioural finance app is coming to the Intelliflo office suite, designed to gauge and evidence clients’ suitability.
Read more...Risk tool to help planners with new suitability rules
- Friday, 02 February 2018
- Articles
Dynamic Planner has unveiled its new risk profiling process aimed at helping Financial Planners address Mifid II requirements on suitability.
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