Risk is at the heart of wealth management but is often misunderstood by investors. Advisors need a better communication tool to explain and monitor risk in a way that is easy to understand.
With 360º risk visualization, AccuRisk™ offers unprecedented clarity and transparency with three powerful tools that can be used together or stand-alone:
Risk Tolerance Test. Accurate, realistic and far superior.
Expectation Reality Check. Manage expectations early and often.
Real-time Risk Monitor. Show actual risk in short-, medium- and long term.
All-portfolio Monitor allows the advisor to monitor all portfolios on one chart to identify clients at risk. Management can use it to check all client portfolios to identify potential issues and protect themselves.
Model and Fund Market Place helps advisors quickly identify better performing models and funds.