Clients are often blind to market risk and typically don’t have accurate downside expectations – either too conservative or too reckless, leading to sub-optimal investment allocations. With SmartRisk, advisors can analyze portfolio risk and easily communicate with clients to help them avoid costly mistakes.
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Move prospects to the planning process and motivate clients to make portfolio changes with SmartRisk. Retain clients during a down market and help prevent clients from making costly behavioral mistakes. Showcase and market your expertise to clients.