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Learn more about how Investor Compass can:

  • Create deeper client conversations and lead to better advice outcomes.
  • Enable you to understand your client’s ESG preferences and embed ESG into your advice process.
  • Map your investment portfolios to our Risk Profiles.
  • Bring together a client's risk tolerance, behavioural traits including confidence & composure, risk capacity and knowledge & experience to provide a holistic profile in an engaging and simple-to-use tool.
  • Improve adviser efficiency.
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