Risk Profiling

November 12, 2024

Kwanti Introduces Risk Profiling and PDF Statement Extraction to Portfolio Analytics Platform

Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, recently announced two new enhancements to […]
April 25, 2018

AdvisoryWorld Technology Helps Broker-Dealers Comply with SEC New Best Interest Proposal

In light of the SEC’s release of its Regulation Best Interest proposal last week, AdvisoryWorld, a leading software provider for financial advisors, today announced a relaunch […]
February 23, 2018

Risk Profiling Platform TrueProfile Adds Financial Services Veterans Jeff Miller and Steve Schultz to Advisory Board

TrueProfile LTD, a division of Capital Preferences and provider of a unique platform for financial advisors that reveals their clients’ true risk tolerance, loss aversion and decision consistency as […]