Raise Partner – Smart Risk Decisions

A turnkey web application that helps analyze and optimize multi-asset portfolios.

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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.

Overview

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.

Key features

Cross asset class portfolio risk and return analytics (absolute or relative to a benchmark)

Suitability analysis vs client profile

Scenario simulation and impact analysis

Portfolio optimization based on the client’s profile and preferences

Resources

Use case

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Video

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