--- title: RISKPRO --- [![TPFG\_Reversed](https://www.riskproadvisor.com/hs-fs/hubfs/LOGOS/TPFG%20LOGOS/TPFG_Reversed.png?width=250&height=133&name=TPFG_Reversed.png "TPFG_Reversed")](http://www.tpfg.com/home?hsLang=en) - [Advisor Resource Center](http://www.tpfgadvisor.com/home) - About Us - [What We Do](http://www.tpfg.com/what-we-do) - [History](http://www.tpfg.com/the-pacific-financial-group-history) - [Leadership](http://www.tpfg.com/leadership-team) - [Territory Sales Map](http://www.tpfg.com/territory-sales-map) - [PFG Mutual Funds](http://www.tpfg.com/funds-reports) - [Form ADV](http://www.tpfg.com/investment-adviser-firm-summary) - [Careers](http://www.tpfg.com/careers) - Solutions - [EPIC Plus](http://www.tpfg.com/epic) - [Strategy Plus | SDBA](http://www.tpfg.com/self-directed-brokerage-accounts) - [P4](http://www.tpfg.com/p4public) - [CORE](http://www.tpfg.com/epicadvantagecorepublic) - [SMA](http://www.tpfg.com/epicadvantagesmapublic) - [CHOICE](http://www.tpfg.com/epicchoicepublic) - [RiskPro](https://www.riskproadvisor.com/home) - [GPS](http://www.tpfg.com/gps) - Research & Insights - [Insights](http://www.tpfg.com/marketinsights) - [The Dashboard](http://www.tpfg.com/dashboard) - TPFG Accounts Login - [TPFG Orion Login](https://login.orionadvisor.com/login.html?g=8108c433-b30d-4989-84fd-6182d499d3c5) - [MMS/ENV Login](https://portal.envestnet.com/secure/app.jsp?_channel=standard) - [P4 RISKPRO LOGIN](https://enterprise.riskproadvisor.com/p4login) [Contact Us](http://www.tpfg.com/territory-sales-map?hsLang=en) [Contact Us](http://www.tpfg.com/territory-sales-map?hsLang=en) ## Simplicity is the Ultimate Sophistication Making it easy to match any client's risk tolerance  with their portfolio. [Contact Us](https://calendly.com/mike-guzman) [Get Started](https://enterprise.riskproadvisor.com/login) # **Clarity is the Key.** ### **RiskPro® is a digital, interactive risk analysis tool like no other.** Investors need to understand their personal ability and willingness to tolerate risk when it comes to investing. RiskPro was built to tame harmful emotions of investors by helping them understand what volatility means in a portfolio. Knowledge is powerful and can prevent an investor from making an emotionally driven decision that can steer them off course. Shifts from traditional, ambiguous risk profiles to clearly defined maximum tolerance levels. Delivers a complete documented process that clearly defines investment risk in terms every client can understand, maximum annual gain or loss potential in dollars. Makes it simple for advisors to recommend suitable investments with over a 98% statistical probability that maximum tolerance levels will not be exceeded over any 12-month period. Surveillance technology allows advisors and compliance to monitor all client portfolios daily. Should a portfolio drift out of alignment with the client's maximum tolerance levels, advisors, portfolio managers and compliance are automatically alerted. [Know More](https://www.riskproadvisor.com/hubfs/Behind%20the%20Shield%20Blog%20for%20RiskPro_jmo_10_2020%20(1).pdf?hsLang=en) ![riskpro chalk](https://www.riskproadvisor.com/hs-fs/hubfs/riskpro%20chalk.jpg?width=767&name=riskpro%20chalk.jpg) # Updates and Enhancements   ![RiskPro email Template (500 × 500 px) (500 × 400 px) (2)](https://www.riskproadvisor.com/hs-fs/hubfs/WEBSITE%20IMAGES/IMAGES/RiskPro%20email%20Template%20(500%20%C3%97%20500%20px)%20(500%20%C3%97%20400%20px)%20(2).png?width=767&name=RiskPro%20email%20Template%20(500%20%C3%97%20500%20px)%20(500%20%C3%97%20400%20px)%20(2).png) #### RiskPro® Introduces a More Secure Login Experience **What’s New** We’re enhancing the security of RiskPro with a new, modern loginexperience powered by an industry-leading authentication provider. This updateintroduces **multi-factor authentication (MFA)** to better protect youraccount and data. **Why This Matters** - Stronger protection against unauthorized access - A standardized, modern authentication experience - Improved long-term security across the RiskPro platform **What to Expect When You Log In** All direct logins to RiskPro will now use the new authentication process. You’ll be asked to: 1. Sign in using your **email address** (this replaces your previous username) 2. Enter your password 3. Enter a **one-time verification code** sent to your email (MFA) Once verified, you’ll be logged into RiskPro as usual. **First-Time Login: Action Required** For security reasons, existing passwords were not transferred to the newsystem. The first time you log in, you’ll need to create a new password. **To get started:** 1. Visit [**https://enterprise.riskproadvisor.com/p4login**](https://enterprise.riskproadvisor.com/p4login) 2. Select **“Don’t remember your password?”** 3. Enter the email address associated with your RiskPro account 4. Follow the email instructions to create your new password 5. Return to the login page and sign in This is a one-time step. **Accessing Multiple Accounts** If your email address is associated with more than one RiskPro account,you’ll be prompted to choose which account you’d like to access after signingin. ![Riskpro logo](https://www.riskproadvisor.com/hs-fs/hubfs/Riskpro%20logo.png?width=1196&height=552&name=Riskpro%20logo.png "Riskpro logo")   *RiskPro® is a universal risk translator, allowing everyone involved in a client's portfolio to understand their Personal Risk Budget.* ##### Business Development ##### Client Retention ##### No Assembly Required ![Untitled design (54)](https://www.riskproadvisor.com/hs-fs/hubfs/Untitled%20design%20(54).png?width=767&name=Untitled%20design%20(54).png)   ## **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. ![Untitled design (56)](https://www.riskproadvisor.com/hs-fs/hubfs/Untitled%20design%20(56).png?width=767&name=Untitled%20design%20(56).png) ## **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. ![Untitled design (55)](https://www.riskproadvisor.com/hs-fs/hubfs/Untitled%20design%20(55).png?width=767&name=Untitled%20design%20(55).png) ## **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. # [**The Translator Podcast** RiskPro® translates complex portfolio analytics into a simple language that investors understand.](https://riskpro.buzzsprout.com) # **The Personal Risk Budget™ (PRB)** By translating risk tolerance into tangible potential gains or losses, investors can control their own PRB to align with their goals. Financial professionals have guidelines set by investor's PRBs to pinpoint the portfolio that is best suited for their client.  ![Content writing](https://www.riskproadvisor.com/hubfs/raw_assets/public/@marketplace/The_Web_Plant/DigitalPlex/images/notebook.svg) ![Content writing](https://www.riskproadvisor.com/hubfs/raw_assets/public/@marketplace/The_Web_Plant/DigitalPlex/images/notebook.svg) # Simultaneous Interpretation Many years ago, the UN implemented a system of interpreting global languages simultaneously through headphones. Think of RiskPro in this way, designed to improve communication and mitigate misunderstandings. *ProTools, LLC (“ProTools”) and Pacific Financial Group, LLC (“PFG”): ProTools and PFG are affiliates of TPFG. ProTools is the developer of RiskPro® and PFG is a distributor of RiskPro®. ProTools and PFG are authorized to grant Advisors a non-exclusive, non-transferable, revocable, limited license to access and use RiskPro®, in accordance with the End User License Agreement. PFG is an investment adviser registered with the SEC and serves as the investment adviser of the Pacific Financial Group Mutual Funds (“PFG Funds”), which are used in certain TPFG Investment Solutions. PFG does not provide individualized investment advisory services to Clients in connection with RiskPro.* *RiskPro® is an interactive, digital analysis tool that produces simulations and statistical analyses that present the likelihood of various investment outcomes if certain investments are made. Based on input provided by a Client or potential Client, RiskPro assists a Client and an independent financial advisor (“Advisor”) in determining a Client’s Risk Tolerance. In RiskPro, a Client’s Risk Tolerance is an estimate of the maximum investment gain or loss, in dollars and as a percentage of a Client’s portfolio, over a forward-looking twelve-month period, which is consistent with a Client’s level of comfort with investment risk. In addition, RiskPro’s proprietary algorithms can be used to provide an estimate of the Risk Tolerance of a portfolio of securities owned by a Client, or a portfolio of securities selected by an Advisor based on the Client’s Risk Tolerance. RiskPro does not determine which securities should be selected by a Client or an Advisor. Instead, RiskPro provides a comparison of a Client’s Risk Tolerance with the estimated Risk Tolerance of a portfolio held by a Client or proposed by an Advisor based on the Client’s Risk Tolerance. RiskPro is intended to serve as an additional resource to Clients and prospective Clients in the evaluation of the potential risks and returns of investment choices.* *IMPORTANT: The projections or other information generated by RiskPro regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. RiskPro provides information only and does not provide investment advice. Clients seeking investment advice should consult with their Advisor.* *Methodology and Limitations: Based on statistical data and mathematical probabilities, RiskPro utilizes proprietary algorithms to estimate the maximum investment gain or loss of a portfolio of securities, or of an individual security, over a forward-looking twelve-month period, within a reasonable statistical probability – referred to as “Risk Tolerance.” The higher the RiskPro estimate of Risk Tolerance, the greater the level of volatility that a portfolio of securities may experience over a twelve-month period. RiskPro’s algorithms take into account, among other factors, the volatility of a portfolio over the prior twelve months; a comparison of a portfolio’s volatility over the prior twelve-month period, to the volatility of the S&P 500 Index; and the thirty-year volatility of the S&P 500 Index. RiskPro illustrates potential risk characteristics of a portfolio of securities owned by a Client or proposed by an Advisor based on input from the Client. RiskPro’s estimate of the Risk Tolerance of a portfolio will vary over time.*   *[Privacy Policy](https://www.riskproadvisor.com/hubfs/TPFG%20Privacy%20Policy%20250326.pdf?hsLang=en)* ## Have a question? Just Ask Us! [![TPFG\_Reversed](https://www.riskproadvisor.com/hs-fs/hubfs/TPFG_Reversed.png?width=300&height=160&name=TPFG_Reversed.png "TPFG_Reversed")](https://www.riskproadvisor.com/?hsLang=en) All website content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Advisory services are provided by The Pacific Financial Group, Inc. (“TPFG”), a registered investment adviser. Additional information about TPFG can be found on the SEC’s website and entering TPFG’s unique CRD number which is 105203. [Form CRS](https://reports.adviserinfo.sec.gov/crs/crs_105203.pdf) | [Form ADV Part 2A](https://www.riskproadvisor.com/hubfs/TPFG%20Form%20ADV%202A%20260515.pdf?hsLang=en) | [Privacy Policy](https://www.riskproadvisor.com/hubfs/TPFG%20Privacy%20Policy%20250326.pdf?hsLang=en)| [Terms of Use](https://www.riskproadvisor.com/hubfs/TPFG%20Terms%20for%20Website%20Use%20250327%20(1).pdf?hsLang=en)| [Careers](https://www.tpfg.com/careers?hsLang=en)| [IAPD](https://adviserinfo.sec.gov/)| [BrokerCheck](https://brokercheck.finra.org/) We take protecting your data and privacy very seriously. As of January 1, 2020, the [California Consumer Privacy Act (CCPA)](https://www.caprivacy.org/) suggests the following link as an extra measure to safeguard your data: [Do not sell my personal information.](https://share.hsforms.com/1YcnWL4uJRsKL0aAkMD2ndQrbb66) Copyright 2025 The Pacific Financial Group, Inc. TPFG is a corporate brand name of The Pacific Financial Group, Inc. and may be used to reference the firm. ###### ABOUT - [TPFG](http://www.tpfg.com/the-pacific-financial-group-history) - [Careers](http://www.tpfg.com/careers) - [Sales](http://www.tpfg.com/territory-sales-map) - [Contact Us](http://www.tpfg.com/contact-us) ###### OUR SERVICES - [RiskPro](https://www.riskproadvisor.com/home) - [Market Insight](http://www.tpfg.com/marketinsights) - [For Advisors Only](http://www.tpfgadvisor.com/home) ###### CONTACT US 900 20th Avenue South, Suite 500 Nashville, TN 37212 (425) 451-7722 [mailto:ask@tpfg.com](mailto:ask@tpfg.com) ask@tpfg.com