Stats
Portfolio statistics tells the story of why the portfolio advisors recommended is right for them.
The Start
Prototype: https://invis.io/B4HPJ2YAF7V#/254939408_2_Copy_9
Jack has several client meetings lined up for tomorrow, and wants a quick way to verify some assumptions he has about each client’s current portfolio. Using Stats, he’s able to quickly reference portfolio diversification, compare the risk/return of relevant indices to client portfolios, and go through relevant metrics - all within Riskalyze.
Sarah manages the models used by all the advisors in her firm. The firm is small shop and loves the story that Riskalyze allows them to tell with clients. Jill already builds all her models in Riskalyze and loves the deeper level of portfolio analysis she can perform in the same environment that she builds and shares her models..
Ron is a wholesaler for BlackRock. The models he is selling are awesome, and he is able to quickly and effectively tell that story by pulling up Stats on his iPad while having a conversation with a prospect.
Bryan is in a client meeting, discussing risk alignment. The topic of diversification and its impact of risk came up. Bryan is able to navigate these tricky waters by pulling up Stats and walking his client through the Correlation chord diagram, and the Diversification widget.
