RISK ASSESSMENT – THE FULL PICTURE

Our 5-Factor Risk Assessment

FenRisk is different from all the other risk assessment softwares out there. Using integrated client data and a proprietary forecasting methodology, we provide advisors with a platform that can be fully integrated with many of the leading technologies advisors currently use, and clients with a full picture of their portfolio's risk. Our approach utilizes our 5-Factor technology providing assessments on a client's risk appetite, risk capabilities, a portfolio's forecasted risk, expected risk, and the necessary risk to achieve clients' legacy goals.