Combining behavioral finance with risk visualization is very powerful. Check out the building blocks, which lead to powerful workflows and use cases.
The Building Blocks
- Multi-dimensional Risk Tolerance
- Finalist, Wealthmanagement.com 2020 Industry Award
- Investment Policy Statement (IPS)
- AccuProfile®: modular and flexible behavioral finance.
- AccuRisk®: 360° risk visualization.
Workflows and Use Cases
- Comprehensive onboading workflow
- Client communications platform
- Practice management
- Protect baby-boomer clients