Engage clients and prospects through risk alignment and retirement planning questionnaires (link)

Unique, fact-based risk methodology produces a risk band, comprised of an investors risk preference (willingness, desire), risk capacity (ability), and portfolio risk using Value-at-Risk at a 99% level (link)

Retirement focused micro-planning capability uses Conversational AI assessments to drive goals-based investment proposals (link)

Generate personalized investment model recommendations combining Risk + Goals into a unified proposal (link)

Create blended models on-the-fly, subscribe to models from leading fund sponsors, or upload custom models to power the portfolio optimizer, which recommends the best-fit model aligned with an investors risk band or retirement goals (link)

Proposal output has been FINRA reviewed to ensure compliance, keeping and Reg BI in mind (link)

Multi-model options allows the advisor and recommend up to 3 models for the investor to review and compare before selecting the best-fit model (link)

Compare a current portfolio against the recommended model alongside historical and projected performance, holdings composition, asset class / region / sector exposures, and fees (link)

Integrations with leading custodians, portfolio management platforms, and CRM systems (link)

Create risk + goals assessment links to post on your website, newsletter, social media, or signature to prospect for new clients (link)