Raise Partner - Smart Risk Decisions
A turnkey web application that helps analyze and optimize multi-asset portfolios.
Tailored specifically for firms managing diversified investments, Smart Risk Decisions addresses growing client expectations for a global wealth approach and a personalised, transparent advice. With built-in market data and out-of-the-box analytics, advisers can simulate scenarios, assess risks, and deliver customised recommendations – instantly and seamlessly.
Key benefits
Total Portfolio View
Unified view across all asset classes — listed and private (equities, bonds, real estate, private equity, alternatives).”
Tailored investment proposals:
Client-centric approach to build tailored investment proposals based on client’s profile, objectives and preferences.
Advanced Risk Analytics:
Regulatory-compliant risk measures (volatility, VaR, drawdown, stress tests) to ensure robust decision-making.
Stronger Client Relationship:
Clear and visual insights to structure conversations, build transparency, and strengthen client trust.