Risk Profiles

YCharts Risk Profiles streamlines the creation of portfolio proposals to ensure they align with a prospective client’s risk tolerance and financial objectives.

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Develop Custom Risk Profiles

Create standardized risk profiles that reflect how your firm categorizes clients based on risk tolerance level. Map each risk profile to a benchmark portfolio that reflects its target asset allocation and assign model portfolios that reflect an appropriate asset allocation and security mix.

Enhance Proposals & Reports with Risk Profile Modules

Seamlessly integrate Risk Profile PDF modules into any existing or new report templates, tailoring your reports to better meet client needs and foster engaging conversations.

Share Risk Profiles to Arm Reps in the Field for Success

Foster team alignment and collaboration by sharing standardized Risk Profiles, allowing colleagues to easily match client Risk Profiles to suitable model portfolios and drive investment in firm-managed strategies.

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