Business Development
Win new business when you illustrate how much risk a prospect has in their existing portfolio and how you can help them optimize it.
Generate referrals when you empower existing clients to determine their own PRB and gain comfort knowing that their portfolio’s risk is a perfect match.
Manage and Convert brokerage and direct mutual fund accounts to Advisory.
Client Retention
PRB’s help clients feel more comfortable and stay the course during times of market volatility. This enhances the investor experience and may improve outcomes and retention.
Daily Monitoring of each client’s portfolio in comparison to their PRB risk adds an additional level of confidence in their investment strategy.
Reinforcing these concepts regularly enhances the client experience and is a major differentiator for advisors.
No Assembly Required
Single Sign-On (SSO) into RiskPro® from the ENVDesktop Launchpad.
View and Manage your entire book, includingclient, account and model data on the RiskPro® Dashboard.
Leverage the strengths of RiskPro’s® universal risk translation to create models, and build new or goal modification proposals, seamlessly integrated into ENVworkflows.
