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⏲ Duration: 4 min 42 sec
✓ Published: 06-Feb-2023
✓ Published: 06-Feb-2023
Description:
Hello and welcome to the new episode of RiXtrema tutorial videos about the Portfolio Crash Test PRO or PCT tool.nIn these videos, we are covering the basics of how to make the most out of the tools within your RiXtrema subscription.nAnd today we will take a look at how to utilize the sophisticated built-in Risk Tolerance and Capacity Assessment Questionnaire to assess the risk and capacity of your clients and prospects.nnThere is a couple of ways of creating the link to the online risk questionn
Hello and welcome to the new episode of RiXtrema tutorial videos about the Portfolio Crash Test PRO or PCT tool.nIn these videos, we are covering the basics of how to make the most out of the tools within your RiXtrema subscription.nAnd today we will take a look at how to utilize the sophisticated built-in Risk Tolerance and Capacity Assessment Questionnaire to assess the risk and capacity of your clients and prospects.nnThere is a couple of ways of creating the link to the online risk questionn
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