Solution introduction
A tool that helps firm provide consistent advice across their client base
RiskMetrics WealthBench is a web-based platform used by relationship managers and investment advisors in their investment planning processes to help them assess portfolio risk, construct asset allocation policy and create comprehensive client proposals
The highly configurable SaaS platform incorporates robust analytics, high quality market data, back-tested models and transparent methodologies to provide a feature rich environment for advisors to manage client wealth and financial risk.
