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Financial Risk Management Assessment System and Method for Assessing Financial Risk
Financial Risk Management Assessment System and Method for Assessing Financial Risk
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机译:财务风险管理评估系统及财务风险评估方法
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摘要
A system configured to assess financial risk tolerance and an appropriate method to assess an investor's financial risk tolerance, wherein the system presents to the investor a series of financial parameters and based on the investor's responses to the financial parameters, the system develops a series of portfolios for the investor to choose from and then the system generates for the investor a financial risk tolerance score. An investor chooses which retirement plan he/she is more comfortable with until he/she has reached the plan that has the appropriate amount of risk to reward ratio for them.
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