Aggregating personal information, preferences, and financial information for the purposes of analyzing an existing or prospective portfolio and building a risk score, financial plan, and portfolio for current or potential clients or for advisors on behalf of their clients

'advisor':34 'aggreg':1 'analyz':12 'behalf':36 'build':19 'client':31,39 'current':28 'exist':14 'financi':6,23 'inform':3,7 'person':2 'plan':24 'portfolio':17,26 'potenti':30 'prefer':4 'prospect':16 'purpos':10 'risk':21 'score':22

INTEGRAS

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Goods & Services