RISK TOLERANCE – the level of financial risk they can manage psychologically
RISK NEED – the risk associated with the return required to achieve their goals
RISK CAPACITY – the level of financial risk they can afford to take
Graphically show the risk range for the solutions you recommend that your clients implement. FinaMetrica Profiler calculates the Suitability Score™ for investment portfolios so you can align your recommendations with your client’s risk tolerance.
Illustrate the past performance of your recommended portfolios in a way your clients will instantly understand. Seeing the real-life ups and downs of the market prepares clients for the inevitable volatility they will experience over time. It also demonstrates the depth of your discussions about suitability.
Employ our Professional Judgement Matrix© to highlight the improved risk/return profile of your recommended portfolio vs. what you client has initially. Use the system-generated default portfolios or design your own parameters and have them automatically displayed.
This exciting new risk profiling and portfolio planning technology helps you evidence your regulatory requirements, grow business profitably and deliver better client outcomes.
SuitabilityPro™: ProTracker will also be available for trial soon.