St. James的St. James's Place合作伙伴与动态规划员合作,加强风险状况分析,以获得更好的财务建议。 St. James's Place partners with Dynamic Planner to enhance risk profiling for better financial advice.

英国的财富管理公司St. James's Place与动态规划公司联手,向其财务顾问和支助人员提供风险分析高级服务。 St. James's Place, a UK wealth management firm, has teamed up with Dynamic Planner to offer advanced risk profiling services to its financial advisers and support staff. 此举旨在提高个人化财务咨询的质量,并采用先进技术更好地抓住客户的风险偏好。 This move aims to enhance the quality of personalized financial advice and better capture clients' risk preferences using advanced technology. 选择动态规划员是为了找到全面的解决办法,并有能力将规模扩大到SJP的需要。 Dynamic Planner was chosen for its comprehensive solution and ability to scale to SJP's needs.