|
|
|
Want to know what type of investor you are? Or simply want to see if the PIP is right for use with your clients? Take a free two-week trial...
Our investor profiling tool, the PIP, provides a simple method of assessing an investor's personality in terms of the type of investor they are according to six categories. These categories are then linked to how risk is handled for a comprehensive profile. The information provided by the PIP can be called upon by brokers and financial intermediaries in order to guide clients towards investment solutions tailored to their individual needs. Used as part of an overall assessment of a client's personal financial history and current situation the PIP is a powerful tool.
|
|
|
Member Login
Login with your username and password to continue.
Password Retrieval
|
|
|
|
|
| The PIP allows... |
Trial UserSign up for a two-week free membership, with full access to the PIP.
|
|
| • |
Categorization of investors into 'types' |
| • |
An analysis of risk propensity |
| • |
A fast method of assessing clients |
| • |
Linked investment vehicle strategies |
|
...and more |
|
|
With a license, you will have unlimited access to the PIP for personal or commercial use for the duration of your plan period. This will allow you or your company unlimited access and use on the Psychonomics website, as well as unlimited use of the PIP in its paper or electronic form on your company premises or on your own business website should you wish to develop it.
|
|
|
|
|
For a one-year license, please make your payment through PayPal... |
| |
|
|
