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Callum S

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Review of the Wealthify, Ethical Investment Plans:

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Very clear, user-friendly platform and functionality

Very clear assistance for customers when choosing risk profile and product. The experience is gamified as a series of questions which are comprehensive and make it easier for the user to be satisfied with their decision. User interface is clear and easy to understand. Alerts are sent when investments under-perform with clear messaging around long-term investing to stop customers making rash decisions. Reviewed on: 11th March 2024

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