Sentences with phrase «customers exact situation»

Not exact matches

Investment in fractional shares: Like other robo - advisors, at Wealthsimple each customer's portfolio of ETFs — the exact mix of growth, international, fixed income, cash and other asset classes — is based on answers to questions about financial goals, investing experience, financial situation and risk tolerance.

This is a retail kind of business, but it requires trained professionals who know how to talk about delicate situations and who can offer the exact requirements of the customers.