Bob Veres Reviews StratiFi in Inside Information
“If the goal is to impress clients by visibly demonstrating a professional approach to building and managing portfolios, there is not a better tool on the market.” — Bob Veres
Synopsis: Is it really possible that a portfolio risk assessment tool for wealth managers could be as sophisticated as the algorithms that institutional teams are using?
Takeaways: Advisors can show prospects the difference between the risks they’re comfortable with and the risks they’re taking, and then provide an analysis that demonstrates a high degree of portfolio management sophistication.
Synopsis: Is it really possible that a portfolio risk assessment tool for wealth managers could be as sophisticated as the algorithms that institutional teams are using?
Takeaways: Advisors can show prospects the difference between the risks they’re comfortable with and the risks they’re taking, and then provide an analysis that demonstrates a high degree of portfolio management sophistication.
Extend risk analysis beyond volatility
Measure risk more reliably
Educate clients and bridge the risk gap
Differentiate yourself and win prospects
Build superior portfolios and financial plans
Deliver outcomes and grow your practice
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Positions Assigned A PRISM Rating
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Portfolios Analyzed For Risk
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Proposals & IPS Generated
