If you lie awake at night thinking of all the things to worry about in life, you're certainly not alone. But, worrying about your client's portfolios because you can't monitor them 24/7 is one worry you really don't need to have.
At RiskPro, we coined a phrase called Perpetual Suitability. Oh, and it's much more than a phrase, it's a state of being.
We can use this term with confidence because our system not only helps advisors build the most suitable investor portfolios, it also monitors them, daily.
It works by taking on the tedious job of scanning all the underlying securities in a portfolio, including multiple mutual fund portfolios. Securities that are showing signs of a "bumpy road ahead" get flagged. RiskPro then uses the flags to alert advisors to take a deeper look at the data we provide, and make changes if appropriate for their clients.
Volatility seems to be here to stay, so explaining it to your clients while understanding it yourself can set the right expectations that reduce anxiety.
In an earlier blog post, we talked about the VIX, and what the meaning is behind it.
In the images below, you can see just how "spicy" things have gotten in the markets over the years, and this can lead to investors feeling uncertain about their choices, uneasy about their future, and unsure about you.
Now, add the recent volatility we have experienced in the Treasury markets and you'll end up with even more uneasiness - yikes!
But fear not, because at RiskPro, we monitor your fixed income securities as well as your equities, making every portfolio transparent to you and your compliance teams.
So, if you're hovering over your computer monitoring accounts, fearing calls from clients or unexpected surprises to the downside, it's time to make a change.
RiskPro wants 2023 to be a great year of success for all. That means our existing advisors, new advisors, and ultimately the end investor.
Schedule a demo to see just how easy better sleep can be for you.
Sleep well, because RiskPro Never Sleeps. 😎