When we experience unprecedented times like we have the past few months, it’s more important now than ever to make sure your client’s portfolios are aligned with their risk tolerance and goals.
A major shock like the downturn we saw in early March can be a wake-up call for an investor. After experiencing nearly a decade of relatively smooth returns, for many younger investors, this pandemic was a jolt they had never seen.
As an advisor, it is your job to make sure that if your client’s risk profile changed, their portfolio does as well. And with all of the latest compliance requirements, it is more important than ever to be able to walk them through those changes and provide data visualizations and analytics to back it up.
ETFLogic has developed a comprehensive portfolio screening tool to analyze deep into your client’s portfolios and provide metrics on diversification, liquidity, risk, factors, and even ESG.
We have also developed unique tools to help you optimize and analyze the impact of making necessary portfolio changes.