Spot problems before they become problems
Defuse the bombs
Use one of the largest, most scalable independent investment analytics platforms to examine each of your portfolios every night. Ensure your client portfolios remain within their risk constraints. We notify you of the problems that need to be addressed and even send an email alert to the advisor.
Risk Can't Hide
The most powerful metrics in the business, including Monte-Carlo (percent success) and scenario stress-testing. Compare each portfolio’s estimated crash loss with the client’s bright-line agreement on risk. Never hear the dreaded phrase “I had no idea I could lose that much money.”
Full Audit Trail
Support your fiduciary compliance with a full audit trail of every estimate and metric, stored for at least 10 years. Rest assured knowing that we connect each estimate to the specific data available at that time and an academically accepted and best commercially viable estimate methodology.
Use risk tolerance as a way to promote investor understanding.
Give them the confidence to move forward with your advice.