Symmetry Mobile app can also be used to create custom presentations. The tool’s flexibility and investor self-scoring risk tolerance questionnaire helps advisers to better tailor discussions to client needs.
To deepen advisers’ understanding, the app has educational videos on a variety of investment topics. The app was developed and tested with input from an adviser focus group.
Advisers who are authorized to conduct business with Symmetry can download Symmetry Mobile from the Apple App Store. More information about Symmetry Mobile is available at symmetrypartners.com/App.
Symmetry Partners is an investment adviser based in Glastonbury, Connecticut, with approximately $6.1 billion in combined assets under management and sub-advised assets.