View, compare, and analyze client risk scores to help balance each household's risk tolerance

• Streamlined - Incorporate risk assessment as part of the holistic financial planning process
• Customizable - Use the default Grable and Lytton risk assessment or create your own
• Cost Effective - Included with our Premium or Platinum subscription

Household risk summary
See how a household risk score compares to their current portfolio, target portfolio and major asset classes. Advisors can also create custom risk categories to be included in the comparison.

Visual risk-return analysis
Help clients understand the potential upside and downside returns for their investment portfolios and major asset classes. Advisors can exclude specific investment accounts from the analysis as appropriate.

Risk score and assessment
Use the default 13-item questionnaire based on the Grable and Lytton scale or create your own version. The assessment results are saved in one place for easy reference.