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WealthExpert and WealthExpert Lite

WealthExpert allows any Financial Advisor to define and profile investors’ risk appetite as well as their aversion to risk. It then proposes the optimal asset allocation to match this profile. It also ensures that both normal and extreme risks on the asset and market side are calculated. The product will handle the reverse profiling of any existing portfolios

  • Editorial Team
  • May 12, 2021
  • 1 minute

WealthExpert allows any Financial Advisor to define and profile investors’ risk appetite as well as their aversion to risk. It then proposes the optimal asset allocation to match this profile. It also ensures that both normal and extreme risks on the asset and market side are calculated. The product will handle the reverse profiling of any existing portfolios that the customer may hold and ensures that all regulatory requirements are met.

WealthExpert Lite is used in the mass affluent sector and ensures that a rapid risk assessment and a high level portfolio recomendation are readily available to retail customers.

http://www.gambit-finance.com/wealth-expert-video.php