Simple Goals and Investment Mandates
Provide 2 scenario options for determining risk ability of clients in discovery - simple goals, and general investment mandate questions
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Upvoters
Status
Completed
Board
💡 Feature Request
Date
Over 1 year ago
Author
Linear
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Upvoters
Status
Completed
Board
💡 Feature Request
Date
Over 1 year ago
Author
Linear
Subscribe to post
Get notified by email when there are changes.