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DataPoints Launches its Comprehensive Assessment of Psychological Risk Tolerance, The Investor Profile
DataPoints announced today the release of its Investor Profile assessment of psychological risk tolerance. The assessment provides advisors and clients detailed information regarding key behavioral factors that impact investment-related decision making, as well as target portfolio allocations based on data from over 14,000 clients working with advisors.
“While technology is automating a large part of investment management, advisors are in a unique position to guide