Perpetual Suitability
RiskPro is built to reverse the cycle of investor emotion and restore confidence and accountability in the investment decision-making process.
The Best Partner with RiskPro
We are a trusted financial technology partner for some of the biggest names in the Wealth Management industry.
Passing the Test:
RiskPro® stands out under the stress of historic volatility. Is your current risk assessment tool just not adding up?
RiskPro® Named a Top 20 Most Promising Compliance Technology Provider
We are pleased to announce that RiskPro has been recognized by CIO Review Magazine for innovation in compliance technology. Read the full article here.
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 PRB
Construct portfolios mathematically aligned with each clients PRB, with a 98.5% confidence level of not exceeding it.
Set Clear Expectations
Set clear, achievable return expectations on both the upside and downside providing clients clarity to understand how their portfolio should behave.
Differentiate to Win New Business
Differentiate and win new business by demonstrating how a prospect’s current portfolio is misaligned with their PRB.
Hillspring Financial
At first glance, Investment Advisor Kent Forsey thought RiskPro was just another asset allocation tool.
Advanced Planning Solutions
Nancy Gragg uses RiskPro to vastly improve the advisor-client experience.
Hammelman Capital Management
Simplicity and real-time data are the keys for Chris Hammelman and his clients.