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Can New Portfolio-Risk Tools Improve Client Results Or Win New Business?

New portfolio-risk tools have been created specifically to integrate with FinaMetrica and map a client’s risk tolerance with an actual (and revised) portfolio. I looked at two such tools (FinaMetrica and RiXtrema) to see if they can help advisors improve client results – or if they can help win new business. Here’s what I found out.

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Post source : AdvisorPerspectives