Fear of the unknown can be a powerful driver of some of the worst investing behaviors. Show clients tangible market scenarios and how they may impact their portfolios. The power of information helps put their concerns in the right framework to keep their goals in focus.
78% of advisors say that portfolio risk is proactively brought up by clients.1 Use Scenario Tester to help explore risk, a key driver of client satisfaction that builds trust and helps you expand existing relationships, as well as gain new ones.
Run side-by-side comparisons of your prospect’s current holdings with your recommendations to demonstrate how you take risk into account before a market event.
Put the power of the Aladdin platform at the heart of what you do.
Use Scenario Tester to stress test portfolios, identify potential areas of risk and help keep clients on track with insights powered by Aladdin® analytics.