Investment Consultant.

Analyse the risks


Investment Consultant

As an investment consultant, you are supposed to be skilled in the advising of your wealthy clients regarding the risks linked to the various portfolio managers and investment funds that are taking care of their assets. Wellguard enables you to analyse the risks within those portfolios.

The Wellguard Personal Risk Framework provides you with a clear picture of the risks linked to the assets. By means of an overview, your client gains a more accurate understanding of the plus and minus signs.

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