2077 West Coast Highway, Suite A
It's All in The Translation
Convey risk in terms the average investor can understand
Simplicity is the Ultimate Sophistication
Making it easy to match any client risk tolerance with their portfolio
Improving the Advisor-Client Experience
Illustrate risk and reward in the clearest terms
RiskPro is built to reverse the cycle of investor emotion and restore confidence and accountability in the investment decision-making process.
We are a trusted financial technology partner for some of the biggest names in the Wealth Management industry.
RiskPro® is a revolutionary risk profiling and portfolio construction system that helps Financial Advisors improve the investor experience.
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 portfolios mathematically aligned with each clients PRB, with a 98.5% confidence level of not exceeding it.
Set clear, achievable return expectations on both the upside and downside providing clients clarity to understand how their portfolio should behave.
Differentiate and win new business by demonstrating how a prospect’s current portfolio is misaligned with their PRB.
Senior Exec talks about RiskPro edge computing.
At first glance, Investment Advisor Kent Forsey thought RiskPro was just another asset allocation tool.
Nancy Gragg uses RiskPro to vastly improve the advisor-client experience.
Simplicity and real-time data are the keys for Chris Hammelman and his clients.