RiskMetrics

www.riskmetrics.io

RiskMetrics provides a digital risk tolerance toolkit to Financial Advisors allowing them to better understand their clients’ risk profiles by quantifying risk tolerance through market simulations and behavioural analysis. RiskMetrics assigns a risk score to every individual and creates a detailed risk report. An incorrect assessment of a clients risk profile can ultimately hurt the bottom line of an advisor. Clients are 2.5x more affected emotionally by a loss than they are of a gain of similar size. An incorrect risk assessment translates into a loss of $1.5M in assets under management for the average advisor. Not only will an inaccurate risk assessment hurt an advisors bottom line, but it will also make it more challenging for financial advisors to differentiate themselves from competition and retain their assets under management. Financial advisors must not only "know" their clients, but they must be able to document and quantify a clients' risk profile in order to meet regulatory requirements. An inaccurate risk assessment causes the average financial advisor to lose 6% of clients per year and spend an additional 30 hours working with compliance. RiskMetrics returns $9,000 per year in net fees to financial advisors. Join the RiskMetrics movement and augment your financial advising services!

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RiskMetrics provides a digital risk tolerance toolkit to Financial Advisors allowing them to better understand their clients’ risk profiles by quantifying risk tolerance through market simulations and behavioural analysis. RiskMetrics assigns a risk score to every individual and creates a detailed risk report. An incorrect assessment of a clients risk profile can ultimately hurt the bottom line of an advisor. Clients are 2.5x more affected emotionally by a loss than they are of a gain of similar size. An incorrect risk assessment translates into a loss of $1.5M in assets under management for the average advisor. Not only will an inaccurate risk assessment hurt an advisors bottom line, but it will also make it more challenging for financial advisors to differentiate themselves from competition and retain their assets under management. Financial advisors must not only "know" their clients, but they must be able to document and quantify a clients' risk profile in order to meet regulatory requirements. An inaccurate risk assessment causes the average financial advisor to lose 6% of clients per year and spend an additional 30 hours working with compliance. RiskMetrics returns $9,000 per year in net fees to financial advisors. Join the RiskMetrics movement and augment your financial advising services!

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Country

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City (Headquarters)

Vancouver

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Employees

1-10

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Founded

2020

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Potential Decision Makers

  • Director , Greater China

    Email ****** @****.com
    Phone (***) ****-****
  • Head , Governance Institute

    Email ****** @****.com
    Phone (***) ****-****
  • Software Technical Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Account Manager

    Email ****** @****.com
    Phone (***) ****-****

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