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 provides 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.

WealthBench benefits & features

Please contact us for more information on WealthBench