Skip to main content
Get a demo
ALIGN RISK & FINANCIAL GOALS

Personalized Risk Assessments for Smarter Portfolio Decisions

With customizable questionnaires, automated evaluations, and secure compliance tracking, advisors can confidently guide clients toward better financial decisions.

Frame 1160445130

Trusted by leading companies

OUR BENEFITS

The Future of Financial Advisory Starts Here

Investment Group Management

Easily track clients, prospects, investment groups, and legal entities with full compliance monitoring.

Automation for Higher Productivity

Automate processes to drive 75% efficiency improvement, boost client interaction time by 28%, and increase client satisfaction by 75% with CRM systems.

Smart Decision with Real-Time Insights

Access AUM tracking, risk assessments, portfolio performance, and audit trails in one dashboard.
An image of the workflow tool

Customizable Risk Questionnaires

Create and manage tailored questionnaires to assess risk tolerance (client-focused) and risk capacity (goal-focused) with full flexibility.

  • Personalized Questions & Weighting – Define custom questions and adjust scoring metrics to fit business needs.
  • Automated Risk Categorization – Clients are automatically classified into specific risk profiles based on questionnaire results.
  • Flexible Implementation – Use predefined templates or build questionnaires from scratch.
Risk_01-1
Risk_02

Automated Risk Evaluation & Compliance Tracking

Ensure accurate, up-to-date client risk profiles with automated tracking and compliance oversight.

  • Monitor Risk Assessment Status – Track pending, completed, and expired questionnaires at a glance.
  • Automated Reminders & Reassessments – Ensure risk profiles remain current with scheduled updates and reminders.
  • Regulatory Compliance & Secure Storage – Risk assessments are automatically stored in PDF format, ensuring audit readiness and easy retrieval.

Seamless Digital Experience for Clients

Offer clients an intuitive, responsive platform to complete risk assessments with ease.

  • Fully Digital, Mobile-Friendly Forms – Clients can complete assessments from any device, anytime.
  • Secure Client Portal Access – Integrated with the Client Portal for streamlined completion and real-time updates.
  • Instant Risk Score Generation – View results immediately and adjust investment strategies accordingly.
Risk_03

Get Notified When We Launch

Stay up to date with the latest news, announcements, and articles.

Todos los derechos Reservados.

SOC_Logo