Build well diversified investment portfolios with a proposal generator that guides you through risk assessment, investment selection, stress-testing, and portfolio delivery.
Evaluate client risk tolerances and time horizon with an intuitive assessment that can be completed in your office, or in the comfort of their own home - delivered via encrypted email.
Align client expectations to portfolio allocations with risk scoring that is embedded into each available investment option, and used to adjust the overall portfolio risk score—in real-time—as assets are assigned.
Utilize our integrated risk intelligence tools to stress test a client’s existing portfolio and propose changes based on goals and market realities and convey upside and downside risks.
Deliver and explain your recommendations to clients with a unique proposal package that can be white labeled to introduce your firm and provide a detailed overview of the included investment strategies.