Risk Essentials

US$129/mo*

1 User

Up to 120 Clients

Free 14-Day Trial  Annual Billing at US$129/month


Features

  • Gamified ProfilingUnlimited scientific recovery of how your clients make decisions with money, for up to 120 clients.  Capture Risk Tolerance, Loss Aversion and Decision Consistency over time.
  • Model Portfolio Ranking: Rank every model by how close it is to your client's unique investment comfort zone. Enter your own custom models or use our range of free MSCI models.  Make your clients feel unique and help them easily understand your value by discussing their FitScore for chosen investment portfolios.
  • Compliance Archive: Access and archive client scores, reports and evaluate portfolios with a built-in audit trail.