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 Rely on RiskPro

The Best Rely on RiskPro

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

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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

RiskPro® Named a Top 20 Most Promising Compliance Technology Solutions Provider for 2020

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®

CEO Scalzo introduces RiskPro

CEO Scalzo introduces RiskPro

Senior Exec talks about RiskPro edge computing.

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Hillspring Financial

Hillspring Financial

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

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Advanced Planning Solutions

Advanced Planning Solutions

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

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Hammelman Capital Management

Hammelman Capital Management

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

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FEATURE VIDEO: Kovack Financial

EVP Chris Mills explains how RiskPro has been a “Game-Changer”
for his firm with over 300 advisors.


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