Financial Advisor Solutions

We are the first company to combine behavioral finance with risk visualization to provide financial advisors a new way to deliver wealth management.

It is a Total Onboarding Platform moving clients seamlessly from risk tolerance to the IPS. It is also a powerful Client Communications Platform during market turmoil.

Inspired by Dr. Andrew Lo from MIT, it is the practical application of the Adaptive Market Theory that reconciles behavioral finance with traditional finance theory.

Scroll down for mini demo videos of the best tools for financial advisors.

Multi-Dimensional Risk Tolerance

Combining Risk Tolerance Test with a traditional risk questionnaire, it is intuitive, accurate and defensible. Patent Pending.

The Risk Tolerance Test maps the client’s choice directly to one of your model portfolios. The traditional risk questionnaire serves to cross validate to ensure accuracy.

A finalist of the WealthManagement.com 2020 Industry Award (with Riskalyze and TotumRisk), it is a cornerstone of AccuRisk®, our risk management solution. In the 2021 T3/Inside Information Advisor Software Survey, it earned a client rating of 8.8 out of 10, the highest except for ATA RiskStation that got a perfect 10.

Portfolio Visualizer & Real-time Risk Monitor

The Portfolio Visualizer/Real-Time Risk Monitor is a true pioneer. Other systems may have risk metrics quarterly or monthly, we do it daily to reveal timely insights that clients can’t get from CNBC and Yahoo! Finance. Patent Pending.

  • Use it with prospects to illustrate the lack of diversification and excessive risk of their existing portfolios and show them a better way.
  • Use it to have in-depth conversations with clients, especially during market turmoil.
  • You can also use it to validate your models and portfolios for any market condition.

In the 2021 T3/Inside Information Advisor Software Survey, it earned a client rating of 9.6 out of 10 in the Stress Testing category. This is part of AccuRisk®, our risk management solution.

People talk a lot about behavioral finance but until now, there hasn’t been an easy way to use it. AccuProfile® is modular, flexible and easy to use. Patent Pending.

  • Learn about your client’s investor type (passive investors, trend followers, etc.) to help you deliver personalized services.
  • Help your clients understand their behavioral biases (loss aversion, overconfidence, herding) to help them learn and grow as investors.
  • Our special tool for baby boomer clients help you better protect them and better manage the generational wealth transfer.
  • Our Behavior Risk Index is a single number to indicate the client’s tendency for irrational investment behavior.

Total Onboarding & IPS Generation

The Client Onboarding flow culminates in the Investment Policy Statement (IPS). We have the best IPS Generator on the market. Your clients will enjoy reading it and learn a few things too!

  • Plant the seeds for the long-term story and investor emotions, so you and your clients can get back to it during market turmoil;
  • The right balance between having enough substance and being easy to read;
  • Dynamically generated charts backed by robust analytics.

Additional Resources

Check Out Our Financial Advisor Solutions

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