Solution introduction
The highest level of risk management sophistication for your clients
Designed specifically for financial advisors, SmartRisk helps you set proper downside expectations with your clients
SmartRisk is the best solution for advisors to properly align their client’s risk tolerance with the actual risk in their portfolio. We believe a solid risk discussion is the central element of behavioral coaching, which multiple studies have quantified as delivering advisor alpha upwards of 1.5% annually.
SmartRisk technology utilizes heavy-tailed risk models and a unique asset interaction report that ensures you have the best insights available.
