The match between customer and investment is called suitability. Approaching the details, it becomes clear that only a section of a customer’s investment topics is considered and the collected...
The match between customer and investment is called suitability. Approaching the details, it becomes clear that only a section of a customer’s investment topics is considered and the collected...
Our solutions provide parameters thru regression analysis and other methods. For end customers such methods are too complex to understand in a short time period. Investment advisors are in...