Goals-Based Investment Planning
Build proposals and portfolios that fit client risk tolerances, preferences, and goals. Use our holdings database, analyst research, and proprietary methodologies to show clients how different strategies move them toward long-term success.
Personalized portfolios
Capture your clients’ risk tolerance, financial goals, and non-financial preferences in one interface.
Build portfolios optimized to client risk profiles and tilted toward their non-financial convictions with the click of a button.
Enhanced risk profiling
Benefit from our risk-profiling tools to reveal your clients’ tolerance, comfort, and portfolio risk.
Navigate the ups and downs of the market with best-in-class methodologies that provide defensible and compliant data to confidently build a personalized investment plan.
Convenient connection
Connect more deeply with clients and receive quick feedback with digital discovery.
Securely send the Risk Profiler and Investment Preferences survey at the convenience of your clients. When they complete the survey, you'll get a notification so you can see the responses right away.
Intuitive interface
Replace a patchwork of advisor tools with a single solution for personalized, goals-based investment planning.
Streamline the investment planning process with profiling tools that drive deeper conversations, upstream personalization workflows, and enhanced client collaboration and engagement.
Client-facing, compliant reports
Show your value with profile and portfolio comparison reports.
Deliver reports that are friendly for client prospecting and lead generation, yet robust enough to exceed regulatory and compliance requirements for investment planning and proposal generation.