Increase efficiency with an innovative CRM for Financial Advisors

Powerful and Effective Financial Risk Assessment Software for Advisors.

Evaluate your clients' risk tolerance and risk capacity levels with our risk analysis software for financial advisors. Customize your risk evaluation models and create comprehensive reports.

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Report Generation and Customization

  • Comprehensive client risk assessment reports
  • Edit and customize risk reports for your clients
  • Store and organize historical reports
  • Offer complete reports with a flexible report editing platform

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Report Generation and Customization
Increase efficiency in client holdings supervision

Increase Efficiency in Client Holdings Supervision

  • Recommend ideal portfolio holdings based on risk tolerance and risk capacity
  • Stress test client portfolios
  • Generate risk scores and expected return on client portfolios (Upcoming feature)
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Complete and Editable Securities Database

  • 10,000+ Equity securities with historical return data and risk scores
  • Choose from 50 default portfolio models
  • Customize and create your portfolio models
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Complete and editable securities database
Organizational Management

Organization Management

  • Convert your website traffic into leads with our lead generation survey links
  • Invite advisors in your organization to the platform
  • Share client data and models across the advisors in your organization (Upcoming Feature)
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Client Notifications and Reminders

  • Ensure your client profile is updated with automated risk profile update notifications
  • Automated reminders for clients to answer surveys
  • Check survey status. Receive notifications on client response progress.
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Client Notifications and Reminders
Communications

Communications

  • Invite advisors within your organization
  • Share profiles, risk models, and portfolio models (Upcoming feature)
  • Share reports and evaluations with clients
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Client Portal

  • Our Client portal allows clients to store incomplete surveys for later completion or view past results
  • Visualize past client surveys and results
  • Ensure client privacy on survey response offering a secure client portal
  • Allow clients to aggregate and share information on held away accounts through our client portal
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Client Portal
The only risk analysis software in the market  with flexible risk evaluation models

Flexible Modeling and Scoring

  • The only risk analysis software in the market with flexible risk evaluation models
  • Use our default risk capacity and risk tolerance scoring models or create your models
  • Customize and create portfolio stress tests
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CRM Synchronization and Integrations

  • Maximize your advisory activities by integrating with the tools and features provided by our partner CRM (EquinoxCRM)
  • Synchronize and import your client contact information
  • Seamlessly integrate contacts and leads
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CRM Synchronization