2077 West Coast Highway, Suite A
Where RegTech and WealthTech Converge
ProTools® is an edge computing, RegTech innovator with an unprecedented blend of talent and expertise from both the institutional and retail investment community. Drawing from years of experience interacting with and listening closely to retail investors, ProTools developed RiskPro®, The World’s First Virtual Portfolio StrategistTM.
RiskPro empowers advisors to help their clients understand and pinpoint their own Personal Risk BudgetTM. This revolutionary risk profiling and portfolio construction system evaluates and clearly communicates risk for investors, advisors, and broker-dealer home office compliance officers. RiskPro provides the highest standards of platform surveillance and regulatory compliance along with superior agility, speed, integration, and analytics.
The Pacific Holdings Group, LLC, is a Washington State limited liability company (“Pacific Holdings”). ProTools, LLC (“ProTools”), a technology company that created RiskPro®, a software tool used for risk management, and Pacific Financial Group, LLC, a California based investment adviser registered with the SEC, are also wholly owned subsidiaries of Pacific Holdings.
The two affiliate firms, both with deep expertise in the wealth management industry, share the same passion for improving the advisor-client relationship and investor outcomes. Our process utilizes proprietary analytical tools with advanced technological applications to facilitate portfolio management and improve investment opportunities.