Total Client Onboarding
From Risk Tolerance to Investment Policy Statement (IPS), it is a Total Onboarding Platform. It is also a powerful Client Communications Platform during market turmoil.

Inspired by Dr. Andrew Lo from MIT and his Adaptive Markets Theory, we are the first company to combine behavioral finance with analytics to empower financial advisors to differentiate, add value and defend fees.

Multi-Dimensional Risk Tolerance
Combining our proprietary Risk Tolerance Test with a traditional risk questionnaire, our approach is intuitive, accurate and defensible.

It maps the client’s choice directly to one of your model portfolios.

Practical Behavioral Finance
Learn about your client’s investor type (passive investor, trend follower, etc.), behavioral biases (loss aversion etc.), and if it is time to put in protection for baby boomer clients. Everything is rolled into the Behavior Risk Index, a single number to indicate the client’s behavioral risk.

You can deliver truly personalized services and help clients learn and grow. And it is easy to use.

Real-time Risk Monitor
Illustrate the lack of diversification and excessive risk of the clients’ existing portfolios and show them a better way.

You can also use it to have in-depth conversations with clients, especially during market turmoil. Other systems may have risk metrics quarterly, monthly or not at all, we do it daily to reveal timely insights that clients can’t get from CNBC and Yahoo! Finance.

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!