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Wealth management solutions

Diagnosis in Asset Allocation #3

The Diagnosis in Asset Allocation is an app, available on tablet and PC, that enables educational and instructive asset allocation simulations. Initially aimed at Investment advisors and private bankers during their meetings with clients, this tool will be deployed shortly in all our centers and probably afterwards directly to our clients (BtoC).

My next steps
    Diagnosis in Asset Allocation #1
    Discover a new way to define your investment strategy
    D&AA
    Discover a new way to define your investment strategy
    en/daa-definition-objectives/
    Diagnosis in Asset Allocation #2
    The best way to fully understand your risk tolerance
    D&AA
    The best way to fully understand your risk tolerance
    en/daa-understand-diagnosis/

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