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Subscribe to RiskPro® Today!

Please select one of the subscription options below.

2 Year Subscription
$99 per month
24 months of unlimited access to RiskPro.
$2,376 billed in full upon subscription.
Annual Subscription
$125 per month
12 months of unlimited access to RiskPro.
$1,500 billed in full upon subscription.
Monthly Subscription
$175 per month
1 month of unlimited access to RiskPro, billed upon subscription.

To Subscribe please call one of our liaisons that will help you sign up for the plan of your choice.
714-427-5800 Ext. 7008

Subscribe and gain access to:

RiskPro® Tool

  • Establish Accountability: Calculate the clients Personal Risk Budget (PRB), based on their downside tolerance.
  • Advisor-Client Alignment: Design a portfolio mathematically aligned with the clients PRB, with a 98.5% confidence level of not exceeding their downside tolerance.
  • Expectations: Set clear expectations on both the upside and downside
  • Risk Analytics: Understand various portfolio metrics including the contribution of each investment to the PRB
  • Scenario Analysis: View the impact of portfolio changes to the overall PRB
  • Differentiate: Win more new business by demonstrating how a prospects current portfolio may be misaligned with their Risk Budget

Video Tutorials on:

  • How to use the RiskPro® Tool
  • How to position and frame the client discussion to determine an investor’s Personal Risk Budget

Proposal & Analysis, showing:

  • Downside Tolerance client agreed to
  • Your Client’s Personal Risk Budget
  • RiskPro® analysis
  • Range of Expectations for investment recommendations based on client’s Personal Risk Budget
  • Demonstrate how prospects current investment portfolio is misaligned with their Personal Risk Budget

Building Your Models

  • Use the Browse section to help search through MF & ETF Universe, or screen investment managers by universe, asset class, and volatility.
  • Add funds and allocation models as favorites.  Process helps advisors build models at practice level.