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Custom Tools - Asset Allocation - Risk Tolerance

This custom tool is designed as a sales tool for a financial institution. It has 4 parts. The first part has the user answer questions in a series of 6 pages to determine his risk tolerance. Once you've answered the risk tolerance questions, click the NEXT button to move to the Portfolio Allocation part.

This is not live data. This data is for demonstration purposes only.


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  Risk Tolerance > Portfolio Allocation > Cumulative Returns > Comparison Report >
 
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