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)
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)
