We work hard under the hood to make it easy for financial advisors and savvy investors. If you are a financial advisor, an institution or brokerage serving retail investors, AccuRisk™ offers:
- Patent-pending risk tolerance test and behavior assessments to develop a much deeper understanding of individual investors;
- Robust datasets to reveal the limitations of the conventional wisdom of “high risk, high return” and “buy and hold”;
- Real-time risk monitor to confidently navigate dynamic markets.
If you are a DIY individual investor, our open platform provides institutional-grade data and analytics that you can’t find elsewhere.
Step 1: Risk Tolerance Test
AccuRisk™ starts with a proprietary Risk Tolerance Test, far superior to anything out there, to get an accurate reading in a realistic setting.
Step 2: Expectation Reality Check
Next, our dynamic Expectation Reality Check helps you manage client expectations.
Sometimes you have unrealistic expectations and sometimes markets offer pleasant surprises. Measure your expectations against market realities over short-, medium- and longer-term horizons.
This is also a great visual to show how shorter-term market characteristics can be drastically different from longer-term averages, and that the notion of high risk and high return has serious limitations.
Step 3: Portfolio Health Check
Portfolios often do not perform as expected, and the notion of “high risk, high return” often doesn’t hold true. Our Portfolio Health Check monitors the risks and returns of model portfolios for horizons as short as 1-month and as long as 10-year so you get the entire picture.
It is a great visual to show how popular model portfolios deviate from long-term averages so you can keep the pulse on the market.
Real-Time Risk Monitors
We monitor risk for key market segments and your portfolio in real-time. Financial advisors and their clients can access the same information so they are always on the same page – no surprises.
Look into the Future
Nobody can predict future but the past can give us a clue what the future might look like.