Wealth uses a holistic, quantitative approach to consider your risk.
TIFIN Wealth Risk Alignment leverages a holistic, quantitative multi-scoring approach that takes into account an individual’s risk preference, risk capacity and portfolio risk. Now, you can assess your client’s risk beyond subjective, one-dimensional scoring to focus on facts over feelings.
A quantitative measure of the risk an investor can afford to take based on their personal and financial circumstances.
A more subjective measure of the risk an investor is willing to take on, which can fluctuate over time.
A calculation of an investment portfolio’s exposure to potential risk, which should fall somewhere within a client or prospect’s Risk Band.
A client-centric experience
Clients or prospects fill out a short, 16-question risk assessment in just a few minutes. Advisors can leverage the unique assessment link to augment prospecting efforts by including on their website, digital newsletter or email signature for convenient access.
Designed for engagement
More efficiently assess a client’s risk capacity and create custom risk-aligned proposals to strengthen retention. Convert prospects faster by demonstrating how their portfolio can be adjusted to align within their unique Risk Band.
Compliance needs
The assessment and proposals are designed to enhance portfolio compliance with record keeping and Regulation Best Interest in mind.
Get personalized investment proposals today.
Wealth is the premiere platform for generating personalized portfolios.