RightRisk™: Sophisticated Risk Assessment Made Simple
View, compare, and analyze client risk scores to help balance each household's risk tolerance
Streamlined
Incorporate risk assessment
as part of the holistic
financial planning process
Customizable
Use the default Grable and
Lytton risk assessment or
create your own
Cost Effective
Included with our Premium
or Platinum subscription
See how a household risk score compares to their current portfolio, target portfolio and major asset classes. Advisors can also create custom risk categories to be included in the comparison.
Help clients understand the potential upside and downside returns for their investment portfolios and major asset classes. Advisors can exclude specific investment accounts from the analysis as appropriate.
Use the default 13-item questionnaire based on the Grable and Lytton scale or create your own version. The assessment results are saved in one place for easy reference.
