RiskMetrics Group
Risk Management RiskMetrics Labs ISS Governance Services Financial Research & Analysis
Market RiskCredit RiskWealth Management
Wealth Management - WealthBench -

WealthBench™

Delivers superior investment planning and client relationships


WealthBench™ is RiskMetrics Group's Relationship Management service, enabling those in client-facing roles to deliver fully-informed, tailored investment planning proposals to each individual reflecting their needs, goals and constraints while remaining consistent with house investment- and risk-based policies. WealthBench provide tools for Portfolio Optimization, Risk Management and Strategic Asset Allocation and Wealth Projection. Our services also include post-sales risk-based portfolio analysis tools which support and encourage an active advisory through 'reasons to call' and justification of buy/sell recommendations.

 

Benefits of WealthBench

WealthBench can help you attract new clients, build client relationships and increase productivity:
  • Utilize institutional-quality methodologies, customized with your firm's propriety research.
  • Delivers proactive, informed advice and reporting that is timely and actionable.
  • Customize advise to each client's specific risk tolerance, return objectives, and financial goals
  • Increase productivity by leveraging technology to analyze data----enabling advisors, brokers, and relationship managers to spend more time with clients. The entire proposal process takes less than an hour from beginning to end.
  • Get consistent analysis across wealth segments through tiered service levels and configuration options, customized to the client's need.
  • Retain the integrity of house investment policies, data and analytics while delivering custom investment planning proposals.

WealthBench is a valuable tool to help your clients determine how today's investment decisions affect long-term wealth accumulation and attainment of financial goals
 Printable Version