Quilter Cheviot引入了一种工具,以加快为客户制定投资提案。 Quilter Cheviot introduces a tool to speed up creation of investment proposals for clients.

Quilter Cheviot推出了一个新的工具,帮助财务顾问迅速为客户提出投资提案。 Quilter Cheviot has launched a new tool to help financial advisers quickly create investment proposals for clients. 该工具简化了程序,要求最低投入,并包括投资目标、风险承受力和定价等关键细节。 The tool streamlines the process by requiring minimal input and includes key details like investment objectives, risk tolerance, and pricing. 它整合了顾问品牌,是Quilter Cheviot的MPS枢纽的一部分,旨在腾出顾问的时间,更多地关注客户的需要。 It integrates adviser branding and is part of Quilter Cheviot's MPS Hub, aiming to free up advisers' time to focus more on client needs.