You have an efficient frontier, a set of model portfolios. Your challenge is to find your client the best possible fit. Which way is best? Need guidance? Investment Technologies has the solution--The Risk Advisor.

The Risk Advisor is the best risk-assessment tool because it models how investors actually behave. It is built on behavioral finance and psychometrics to deliver the most accurate risk assessment and portfolio selection system available so you can recommend portfolios with confidence.

Standard questionnaires just aren't good enough any more. You need to know and your client needs to know what's really going on.

• The Risk Advisor's Q-and-A’s capture investors’ psychological attitudes towards risk and return. Behavioral finance tells us that investors seek upside potential with downside protection. People feel the pain of loss more than the pleasure from the same amount of gain.

• The Risk Advisor uses adaptive questioning, that is, how an investor answers one question determines the next question presented.

• Dollar values are scaled to each investor’s wealth so questions are relevant to the individual.

• Portfolios are ranked in relation to actual standard deviation values (absolute mapping) to assure consistency of portfolio choices across different universes of investments.

• The Risk Advisor provides greater accuracy by incorporating the investor’s time horizon in the portfolio selection process.

Combining the latest advances in behavioral finance, psychometrics, and computer technology, The Risk Advisor assesses an investor’s risk tolerance and identifies the most suitable portfolio from a range of portfolios. You can use The Expert Allocator, our asset allocation optimizer, to develop your efficient frontier or develop portfolios on your own. These portfolios can include broad asset classes, mutual funds, separate account managers, or even 401(k) plan options.

See how The Risk Advisor can help you recommend portfolios with confidence with an evaluation trial subscription to The Risk Advisor and The Expert Allocator.