For advisors looking to deploy our modernized risk profiling + cashflow framework.
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  • Advanced risk preference assessment that establishes the client's 3D risk profile
  • Balance sheet model that moderates risk preferences based on health of client's balance sheet
  • Preset asset classes and forecasting assumptions are deployed to create portfolios
  • Fully customizable client proposal generator


For advisors who love our client profiler but want to play a more active roll on the investment side.
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  • All Premier features, plus:
  • Fully customizable asset classes, capital market assumptions, and optimization procedures
  • Advanced methods for robust asset selection
  • Forecasting models to help create robust CMAs
  • Multiple optimization routines allow for a deeper dive into the optimization process


For larger institutions looking to integerate our tools into their current framework.
Fully Customized
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  • Our client profiler can be integrated into your stack while pointing to your suite of pre-defined model portfolios
  • Or deploy the client profiler in conjunction with our investment engine with custom investment assumptions generated by your investment committee