The Experience

Trust is an advisor’s most important asset. Moreover, many clients value their relationship and communication with their financial advisor as much as financial performance.

Advancements in technology and evolving regulations are changing the financial advisory landscape, making it more important than ever for advisors to distinguish themselves. That’s where RiskPro offers a clear advantage and helps advisors earn and maintain trust with their clients:

• RiskPro's state-of-the-art technology enables an advisor to clearly illustrate risk and reward and empowers the client to determine their own maximum tolerance levels in dollar terms.
  
• Advisors may then make investment recommendations that have over a 98% statistical probability that those tolerance levels will not be exceeded over any rolling 12-month period.
  
• RiskPro includes built-in surveillance and investor portfolios are monitored daily. Should a client portfolio go out of alignment with maximum risk tolerance levels, the advisor, home office compliance, and the investor are alerted and steps taken for realignment are full documented.
  
• When clients have realistic return expectations for both positive and challenging market environments, it can be much more likely for them to feel comfortable, stay the course and ultimately reach their financial goals.