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  1. Julian Stevens 20th June 2018 at 2:39 pm

    It’ll surely depend on the system, the questions it asks and how (if at all) it’s able to deal with soft facts.

    I find that when compiling an ATRQ with a client, certain questions need discussing so as to avoid what may well turn out to be inappropriately cautious answers.

    There have, of late, been some discussions around how some clients need to be steered away from overly cautious responses, as the end result can preclude them from accessing the very funds likely to give them the returns necessary to meet their long term objective/s, notwithstanding somewhat higher volatility along the way.

    Just how much can be built into a robo questionnaire so as to include all these considerations?

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