Perpetual Suitability

Perpetual Suitability

RiskPro is built to reverse the cycle of investor emotion and restore confidence and accountability in the investment decision-making process.

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The Best Partner with RiskPro

The Best Partner with RiskPro

We are a trusted financial technology partner for some of the biggest names in the Wealth Management industry.

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Where WealthTech
& RegTech Converge.

RiskPro® is a revolutionary risk profiling and portfolio construction system that helps Financial Advisors improve the investor experience.

Your Virtual Portfolio Strategist™

Designed by financial advisors
Built by econometricians

Passing the Test:

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.


What you can do with RiskPro®

Calculate Clients Personal Risk Budget (PRB)

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 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 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 to Win New Business



Differentiate and win new business by demonstrating how a prospect’s current portfolio is misaligned with their PRB.

Hear What Financial Advisors are Saying About RiskPro®

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