Using our Portfolio Risk Tools, you will be able to measure how assets and portfolios match with client risk tolerance, construct asset level portfolios and find investments that fit with your unique economic scenarios. Portfolio Risk Tools will help you identify whether your client’s overall portfolio as well as individual holdings are suitable given his or her risk tolerance.
Screening
Using popular preset options, find investments that reflect your outlook on the economy.
Optimization
How much to invest in each asset? Find portfolio weights with the optimizer choosing from our most popular portfolio methods.
Risk Tolerance
Featuring the unique Risk Tolerance Correspondence Score, analyze your client’s portfolio including individual holdings. See how portfolio changes impact portfolio statistics and risk. (This can help FINRA2111 documentation.)
Handouts & Documentation
Create informative PDF reports for presentations, discussions, and documentation.