{"id":120,"date":"2018-09-14T16:25:52","date_gmt":"2018-09-14T16:25:52","guid":{"rendered":"http:\/\/ec2-35-171-7-2.compute-1.amazonaws.com\/?page_id=120"},"modified":"2026-05-08T13:15:07","modified_gmt":"2026-05-08T13:15:07","slug":"connecting-model-portfolios","status":"publish","type":"page","link":"https:\/\/pocketrisk.com\/de\/connecting-model-portfolios\/","title":{"rendered":"Connecting Model Portfolios"},"content":{"rendered":"

[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” el_class=”custom-container connect-m new-text-container” z_index=”” css=”.vc_custom_1537377505125{padding-top: 70px !important;padding-bottom: 70px !important;background-color: #468da4 !important;}” el_id=”website-d”][vc_column el_class=”text-center”][vc_column_text css=””]<\/p>\n

Stellen Sie sicher, dass Sie das richtige Portfolio f\u00fcr Ihre Interessenten und Kunden haben<\/b><\/h1>\n

[\/vc_column_text][vc_empty_space height=”30px”][vc_column_text css=””]<\/p>\n

Verkn\u00fcpfen Sie Ihre Modellportfolios mit dem Scoring-Algorithmus von Pocket Risk<\/span><\/h2>\n

[\/vc_column_text][vc_empty_space height=”50px”][vc_single_image image=”6729″ img_size=”400×400″ alignment=”center” css=”” qode_css_animation=””][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css=”.vc_custom_1537377659370{padding-top: 70px !important;padding-bottom: 70px !important;background-color: #ffffff !important;}” z_index=”” el_class=”custom-container testimonial-main connect-tesi new-text-container”][vc_column width=”1\/6″ el_class=”testimonial-img-in-mobile”][vc_single_image image=”68″ img_size=”90×90″ alignment=”right” qode_css_animation=””][\/vc_column][vc_column width=”3\/4″ el_class=”testimonial-text-in-mobile”][vc_column_text css=””]<\/p>\n

Pocket Risk hilft meiner Firma dabei, Neugesch\u00e4ft zu gewinnen. Durch die pr\u00e4zise Bewertung des Risikoprofils einer Person konnte ich Interessenten aufzeigen, inwiefern ihr bestehendes Portfolio ihren Anforderungen nicht gerecht wurde. Infolgedessen sind aus Interessenten Kunden geworden, und wir haben gemeinsam daran gearbeitet, ihre Portfolios korrekt auszurichten.<\/span><\/p>\n

[\/vc_column_text][vc_empty_space height=”20px”][vc_column_text]Ryan Callan, Callan Capital[\/vc_column_text][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css=”.vc_custom_1537377932844{padding-top: 70px !important;padding-bottom: 70px !important;background-color: #f5f5f5 !important;}” z_index=”” el_class=”questionnaires-container custom-short-container new-text-container”][vc_column width=”1\/6″][vc_empty_space height=”5px”][\/vc_column][vc_column width=”1\/3″ el_class=”bigh4″][vc_empty_space height=”20px”][vc_column_text]0.1[\/vc_column_text][vc_column_text css=””]<\/p>\n

Modellportfolios hinzuf\u00fcgen<\/b><\/h4>\n

[\/vc_column_text][vc_empty_space height=”10px”][vc_column_text css=””]\u2013 F\u00fcgen Sie bis zu 11 Modellportfolios mit verschiedenen Anlageklassen hinzu<\/span>[\/vc_column_text][vc_empty_space height=”30px”][\/vc_column][vc_column width=”1\/3″ el_class=”margin-btm-img”][vc_single_image image=”6630″ img_size=”full” css=”” qode_css_animation=””][\/vc_column][vc_column width=”1\/6″][vc_empty_space height=”5px”][\/vc_column][vc_column][vc_empty_space height=”40px”][\/vc_column][vc_column width=”1\/6″][vc_empty_space height=”5px”][\/vc_column][vc_column width=”1\/3″ el_class=”margin-btm-img center”][vc_single_image image=”6631″ img_size=”343×188″ alignment=”right” css=”” qode_css_animation=””][\/vc_column][vc_column width=”1\/3″ el_class=”bigh4″][vc_empty_space height=”20px”][vc_column_text]0.2[\/vc_column_text][vc_column_text css=””]<\/p>\n

Kunden-Scores verkn\u00fcpft mit Ihren Modellportfolios<\/b><\/h4>\n

[\/vc_column_text][vc_empty_space height=”10px”][vc_column_text css=””]\u2013 Ein niedriger Score entspricht einem konservativen Portfolio<\/span>[\/vc_column_text][\/vc_column][vc_column width=”1\/6″][vc_empty_space height=”5px”][\/vc_column][vc_column][vc_empty_space height=”40px”][\/vc_column][vc_column width=”1\/6″][vc_empty_space][\/vc_column][vc_column width=”1\/3″ el_class=”bigh4″][vc_empty_space height=”20px”][vc_column_text]0.3[\/vc_column_text][vc_column_text css=””]<\/p>\n

Ergebnisse analysieren, Anlageentscheidungen treffen<\/b><\/h4>\n

[\/vc_column_text][vc_empty_space height=”10px”][vc_column_text css=””]\u2013 F\u00fcgen Sie bis zu 11 Modellportfolios mit verschiedenen Anlageklassen hinzu<\/span>[\/vc_column_text][vc_empty_space height=”30px”][\/vc_column][vc_column width=”1\/3″][vc_single_image image=”6632″ img_size=”full” css=”” qode_css_animation=””][\/vc_column][vc_column width=”1\/6″][vc_empty_space][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” z_index=”” css=”.vc_custom_1537738245295{padding-top: 70px !important;padding-bottom: 70px !important;background-color: #ffffff !important;}” el_class=”custom-container border-top”][vc_column][vc_column_text css=””]Allgemein gilt bei Pocket Risk eine Spanne von +\/- 5. Das bedeutet, dass f\u00fcr ein Portfolio mit einer Aktienquote von 60 % ein Score von 55\u201365 angemessen ist. Einige Finanzberater haben eine Risikospanne von +\/- 10 eingef\u00fchrt, was bedeutet, dass ein Risikowert von 40 ein 50\/50-Portfolio (d. h. 50 % Aktienanteil) haben kann.<\/span>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” el_class=”custom-container connect-m new-text-container” z_index=”” css=”.vc_custom_1537377505125{padding-top: 70px !important;padding-bottom: 70px !important;background-color: #468da4 !important;}” el_id=”website-d”][vc_column el_class=”text-center”][vc_column_text css=””] Stellen Sie sicher, dass Sie das richtige Portfolio f\u00fcr Ihre Interessenten und Kunden haben [\/vc_column_text][vc_empty_space height=”30px”][vc_column_text css=””] Verkn\u00fcpfen Sie Ihre Modellportfolios mit dem…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"full_width.php","meta":{"footnotes":""},"class_list":["post-120","page","type-page","status-publish","hentry"],"yoast_head":"\nPortfolios mit Risikobewertung verbinden<\/title>\n<meta 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