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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Increase efficiency in client holdings supervision
Securities Risk Score

Securities Risk Score

  • Our database includes 10,000+ securities with risk scores and historical performance data
  • View the probability of return confidence interval on securities (95% confidence interval based on historical performance)
  • Provide clients with a probability of return interval on their portfolios (Upcoming feature)
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