Our state-of-the-art Risk Tolerance Test is easy to use. Each bar represents the upside and downside of a model portfolio, and the client simply chooses the one that he/she feels most comfortable with.
The result directly maps to a model portfolio used by your firm.
The client's target volatility is the long-term average volatility of the model portfolio. Monitor the client's risk exposure regularly to make sure it stays in line with the target volatility.
This risk-return chart helps you quickly identify at-risk clients. Each green dot represents a client portfolio, and the ones on the lower right corner need attention.
Visualize risks in the short-term, medium-term and longer-term to get a complete picture. It is like the 3D X-Ray.
Calculated daily to give you the latest. You can also use this chart with one client at a time to help you make better-informed decisions and reduce panic.
Check client expectations against the realities of key markets in the short-term (not shown), medium-term and longer-term.
This is the best fit line, indicating realistic expectations.
If the client's risk tolerance level and expected return falls above the line, the expectation is not realistic.
About this Product
The Google Maps for Advisors - Navigate risk with 360˚ visualization:
State-of-the-art Risk Tolerance Test. Intuitive, accurate & superior.
Real-time Risk Monitor. Visualize risks and identify at-risk clients.
Expectation Reality Check. Manage expectations early and often.
About Andes Wealth Technologies
Are you an advisor looking for a modern approach to get ahead? Introducing the Google Maps for Advisors*, a set of UNIQUE, MODERN tools to help you navigate markets and emotions.
Founded by an award-winning FinTech veteran, Andes Wealth Technologies empowers advisors to deliver a superb client experience using 360˚ visualizations for risk and behavior.
Do you dread client calls after the market drops? The Google Maps for Advisors helps to protect clients in down markets, fully participate in up markets and reduce panic in zigzags.
Uninspiring routine reviews? No more. Make every conversation count. Delight clients, convert prospects and get ahead of your robo- and human peers.
*Google and Google Maps are registered trademarks of Google LLC.
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
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