Your Virtual Portfolio Strategist

RiskPro is Revolutionizing The Investor Risk Profiling & Portfolio Construction Process.

What you can do with RiskPro®

Calculate Clients Personal Risk Budget (PRB)

Pinpoint the client’s Personal Risk Budget (PRB) based on their downside tolerance. This provides a more precise framework for portfolio construction and managing client relationships.

Construct Portfolio Aligned with PRB

Construct portfolios mathematically aligned with each clients PRB, with a 98.5% confidence level of not exceeding it.

Set Clear

Set clear, achievable return expectations on both the upside and downside providing clients clarity to understand how their portfolio should behave.

Differentiate to Win
New Business

Differentiate and win new business by demonstrating how a prospect’s current portfolio is misaligned with their PRB.

See What Fellow Financial Advisors Are Saying About RiskPro®

Kent G. Forsey

Hillspring Financial

Nancy Gragg

Advanced Planning Solutions, Inc.

Chris Hammelman

Hammelman Capital Management