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Step by Step Investment Planning

Step by Step Investment Planning
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peterstrydom (Basic, 9 mind maps)
MindManager Map added Mon, Sep 22, 2014
via web

Step by Step Investment Planning

This Mind Map will give you an idea of the functionality of a Step by Step Retirement & Investment Planning Tool which we have recently developed.
The Tool will provide Financial & Investment Advisors with a really simple tool that will help to ensure that Investment Advice Risk is minimised and which will enable them to provide clients with a true value add.
Created using: MindManager
Category: Library > Parent > Child
Copyright & licencing: ©2014 Peter Strydom. All Rights Reserved.
Tags: Determine Risk Tolerance Determine Needs & Objectives & Simulate Volatility Match Risk Profile to Model Portfolio Prepare Record of Advice Help Resources Compliance Documents Model Portfolio Information Reporting Templates Customise Tools & Reports Manage Profiles

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