Risk tolerance questionnaire
Advisors are able to build customized advice according to their clients unique scenario and comfort level with risk.
Test different scenarios
With the scenario manager in NaviPlan, advisors can demonstrate the impact of different portfolios and their impacts on goal coverage.
Visualize asset allocation
Through a variety of report and presentation options, advisors can easily visualize a client’s asset allocation with clear graphics.
Related resources for financial advisors
Learn how advisors can calm risk-averse investors through the risk tolerance and asset allocation features found in NaviPlan.