What if 2008 happened again?
You know better than anybody that clients want to know what’s “normal” for their portfolio. And you also know setting expectations based on average return doesn’t work — after all — the market almost never hits its own average!
Stress Tests give you preset market scenarios to illustrate hypotheticals with your clients. These examples are not only powerful for illustrating how you’ve built a portfolio (maybe it’s fortified from interest rate spikes), they’re also a game-changer when it comes to reinforcing how you set a client’s expectations.
Control risk? Or beat the market?
There’s no better way to illustrate your answer to the question “why is the market beating my portfolio?”
You can show them that the S&P 500 is a Risk Number 76, and while their Risk Number 52 portfolio won’t make as much when markets are up, it’ll lose a whole lot less when markets are down. They’ll remember exactly why they’re a 52 — clients just “get it.”
Every tool at your disposal.
It’s never been easier to set expectations with clients, prove your fiduciary care, and grow your business.
Run a portfolio through a market timeline and compare it to just the right benchmark to make your point.
Unleash your inner math geek with in-depth analysis of everything from modeled performance comparisons, sector breakdowns, regional exposure, and more!
The risk/reward heatmap pinpoints the risk and reward contribution of individual securities in accounts, allowing you to have productive conversations about risky or concentrated positions.
