This past November, you learned of an integration that would be available to thousands of Envestnet Enterprise customers in early 2021….
Well, it happened!
RiskPro has officially launched our “all-in-one” risk profiling, portfolio construction, and surveillance technology on the Envestnet platform and we are open for business.
The integration is finished and Envestnet enterprise-customers now have full access to the experience and comfort of using RiskPro to create Perpetual Suitability™.
Because we serve as the universal translator of risk, there is now a simple and common language that can be used by all parties involved with a client account, from start to finish.
Our all-seeing, data-driven surveillance engine engages to uncover and mitigate possible risk in every account it surveils with a proven track record.
RiskPro guides you and keeps a complete record of the enhanced process of:
- Setting an Investor’s Personal Risk Budget
- Setting Investor Expectations
- Constructing the Investment Portfolio
- Automatic Monitoring of Models and Accounts Daily
Once the account has traded, a daily surveillance feed allows enterprise back offices and advisors to monitor every account coming through the RiskPro engine. Perpetual SuitabilityTM happens as a result of this enhanced process.
Email us: Solutions@RiskProAdvisor.com
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Disclosure: RiskPro and Envestnet are separate and unaffiliated firms, and are not responsible for each other’s services or policies. RiskPro® is an investment risk profiling and portfolio construction, and surveillance software as a service platform developed by ProTools, LLC (“ProTools”). ProTools is a technology company headquartered in Newport Beach, CA. RiskPro is a risk analysis tool that provides information only and not intended to provide investment advice. For more information, visit www.riskproadvisor.com