When it comes to risk tolerance questionnaires, it’s time to look at facts over feelings
Helping advisors drive fact-based financial wellness
Request a demoThe only multi-dimensional risk tolerance questionnaire and toolkit that helps advisors fully understand their clients’ risk preferences and their risk capacity
Customize how you engage with your clients and have in-depth conversations about how you can balance their:
- Risk Preferences
- Rick Capacity
- Portfolio Risk
Distinguish between how much risk a client can afford to take versus how much risk they want to take
Go beyond simply measuring client risk preference to consider the factors that truly make each individual unique:
- Goals / time horizon
- Career stability and income potential
- Industry exposure
- Health and related risks
- Local cost of living
Import models and automatically integrate client account data to make investment recommendations based on portfolio risk
Our risk clarity will help close prospects faster, win additional assets from existing clients and provide necessary reassurance
- The most suitable and relatable risk tolerance questionnaire for a better client experience
- The questionnaire, archiving and reporting will help advisors and brokers fulfill their requirements under the FINRA 2111 Suitability Rule and the SEC Best Interest Rule
Personalize your investment policy statements and reports for client meetings and compliance rules
- Risk Tolerance Questionnaires with the capacity to add custom questions and prepopulate questions
- Lead generation questionnaire links for prospecting
- Automatic daily upload of clients portfolios/accounts
- Questionnaire report
- Compliance
- auto archiving and time stamping of all questionnaires
- financial plan
- change risk preference to be inline with clients financial goals
- 10 or more users have access to the Admin Dashboard to track data for risk management and compliance
- Add your own Models and Model Marketplace
- Custom Proposal Generator/Reports with IPS
- FINRA reviewed reports
- Portfolio Analytics and Stress Testing
- Integrations
Questions?
Take the guesswork out of finding the perfect marketing solution. Our team is here to help.
Request a demoLet’s talk about what’s next for you
Our representatives and specialists are ready with the solutions you need to advance your business.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
Thank you.
Your request has been successfully submitted. A representative will contact you shortly.