Perpetual Suitability

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

Learn more

The Best Rely on RiskPro

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

Learn more

Your Virtual Portfolio Strategist

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

Designed by financial advisors
Built by econometricians

What you can do with RiskPro®

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.

Hear What Financial Advisors are Saying About RiskPro®

CEO Scalzo introduces RiskPro

Senior Exec talks about RiskPro edge computing.

Watch Video

Hillspring Financial

At first glance, Investment Advisor Kent Forsey thought RiskPro was just another asset allocation tool.

Watch Video

Advanced Planning Solutions

Nancy Gragg uses RiskPro to vastly improve the advisor-client experience.

Watch Video

Hammelman Capital Management

Simplicity and real-time data are the keys for Chris Hammelman and his clients.

Watch Video

Have a question? We're ready to help.

Name
Email
Phone
Message
Thank you!
Oops!