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Calculate Clients Personal Risk Budget (PRB)Pinpoint the client’s Personal Risk Budget (PRB) based on their tolerance. This provides a more precise framework for portfolio construction and managing client relationships.
Construct Portfolio Aligned with PRBConstruct portfolios mathematically aligned with each clients PRB, with a 98.5% confidence level of not exceeding it.
Set Clear ExpectationsSet clear, achievable return expectations on both the upside and downside providing clients clarity to understand how their portfolio should behave.
Differentiate to Win New BusinessDifferentiate and win new business by demonstrating how a prospect’s current portfolio is misaligned with their PRB.
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