What Are Risk Profiles?

Risk Profiles help advisors bridge the gap with clients when it comes to risk tolerance and investment recommendations. YCharts enables advisors to generate scalable, data-driven proposals with risk profile information; for large firms, home offices can also implement risk profiles firmwide to save advisors time and boost client satisfaction.

Want to learn more about Risk Profiles? Click here to see our walkthrough video and get step by step instructions on how to create a risk profile.