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2018 Industry Awards Winner >

Financial Advisors

Risk Management Reinvented

Our software tunes out market noise so investors can focus on facts that really matter.

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• Advisors play critical roles in helping clients make good investment decisions.

• Investment outcomes can improve by identifying risks that historically interfere with desired outcomes.

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Truly Know Your Customer

We use a simple process to create an action plan. First, clients complete a target-risk questionnaire that reveals their true investment personality. Then, we analyze their portfolios with our PRISM risk management software to reveal often invisible risks. This process generates a PRISM portfolio score to be compared to the client’s target score. In minutes, advisors and clients are working together off the same analytical data.

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Harness Mr. Market’s Four Horsemen and Better Control Your Business

Our PRISM software measures portfolio sensitivity to four dominant investment factors:

• Volatility
• Diversification
• Tail Risk
• Concentrated Stock Score

Each category is assigned a 1 to 10 risk score that is synthesized into an overall portfolio score. The lower the score, the healthier the portfolio. We can do the same for every account in an advisor’s practice to provide advisors with a risk score for their entire business. This analysis is the essence of institutional portfolio management.

Harness Mr. Market’s Four Horsemen and Better Control Your Business

Our PRISM software measures portfolio sensitivity to four dominant investment factors:

• Volatility
• Diversification
• Tail Risk
• Concentrated Stock Score

Each category is assigned a 1 to 10 risk score that is synthesized into an overall portfolio score. The lower the score, the healthier the portfolio. We can do the same for every account in an advisor’s practice to provide advisors with a risk score for their entire business. This analysis is the essence of institutional portfolio management.

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Make Clients Less Volatile and Your Book More Predictable and Profitable

Advisors can use PRISM’s ratings to ensure alignment of client risk tolerance and investment objectives. This calibration often improves investment returns by tempering the market’s fear factor that tend to negatively impact their performance.

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Reduce Investing Stress

We help clients understand their accounts in different scenarios by using the past to measure the present, and the future. That’s why we use many historical market events, including the 2008 Global Financial Crisis, to stress test client portfolios.

Reduce Investing Stress

We help clients understand their accounts in different scenarios by using the past to measure the present, and the future. That’s why we use many historical market events, including the 2008 Global Financial Crisis, to stress test client portfolios.

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Consolidate Client Accounts

Many investors have accounts at different firms. Our software allows advisors to review those away portfolios in the interest of generating a holistic risk review. This analysis is an effective asset consolidation tool.

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Enhance Compliance Reviews

By using PRISM to evaluate every portfolio under management, firms can further quantify compliance and investment risk. This added level of review and analysis helps keep a firm’s leadership ahead of the risk curve and adds an important tool to their management dashboard.

Enhance Compliance Reviews

By using PRISM to evaluate every portfolio under management, firms can further quantify compliance and investment risk. This added level of review and analysis helps keep a firm’s leadership ahead of the risk curve and adds an important tool to their management dashboard.

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