Like 3D X-Ray, AccuRisk® is a powerful tool to visualize market dynamics and monitor portfolio risk in real-time. It is also a communications platform so advisors can discuss risk in a way that clients can understand.
Watch mini demo videos below:
- How to Identify At-Risk Clients
- The best Risk Tolerance Test on the market
- Expectation Reality Check
- Real-Time Risk Monitor: Convert prospects, reduce panic and monitor financial crisis
Identify At-Risk Clients
The Best Risk Tolerance Test
Real-time Risk Monitor: Intro & Convert Prospects
Try it out at https://live.andeswealth.com/portfolio-health-check (no need to create an account). Play with the time horizon to see the market dynamics for the short-, medium- and longer-term. Pick a different as-of-date to see what it looks like at any given time.
Real-Time Risk Monitor: Reduce Panic
Real-Time Risk Monitor: Monitor Financial Crisis
Expectation Reality Check
Try it out at https://live.andeswealth.com/expectation-reality-check. Simply pick a risk tolerance level from the dropdown and enter an expected return to see if your expectation is in line with market reality.
Click here to request demo and be eligible for free trial.