NEWPORT BEACH, Calif., Sept. 25, 2019/PRNewswire — As regulatory agencies try to see eye-to-eye on what is important to investors and the industry, RiskPro® has been busy setting the new standard for what financial entities really need with powerful new enhancements.
RiskPro®’s cutting edge surveillance and portfolio monitoring provides security to advisory firms that trust their advisors to take on the role of portfolio manager for their clients.
“As an innovative leader in the industry, providing our advisors the very best technology to manage and grow their practices is crucial – and a powerful, best-in-class asset management platform is an essential piece of that offering,” says Jennie Devlin, President & Chief Revenue Officer, Cantella & Co., Inc.
RiskPro® CEO Nick Scalzo adds, “We are proud to be able to clearly define minimum and maximum tolerance levels of portfolio risk with a proven mathematical algorithm. RiskPro®, provides broker-dealers and registered investment advisers with Perpetual Suitability™. Perpetual Suitability™ happens organically with our cutting-edge compliance/surveillance technology because every client account is monitored by RiskPro® every single trading day.”