RiskMetrics WealthBench
A tool that enables firms to help provide consistent advice across its client base
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RiskMetrics WealthBench is a highly configurable system incorporating robust analytics, market-consistent inputs, back-tested models and transparent methodologies for investment planning. |
WealthBench provides financial advisors with the ease of use and flexibility needed to support multiple delivery channels.
WealthBench automates labor-intensive tasks at every stage of the investment advisory process, without compromising the highly-personalized quality of the end-client experience. The flexibility of the platform allows for rapid integration without the risks often associated with a significant development effort.
