Totum

Risk Profiling

Portfolio Risk

How Today’s Portfolio Risk Assessment Tools Rely On AI and Big Data To Better Serve Their Clients

Traditionally, advisors were only able to capture inputs directly from their clients. This information was often very subjective and relied heavily on the clients’ feelings about investing and risk. Fact-based questions were often limited to a small set of questions, such as time horizon and availability of assets.  Even still, these “facts” were vulnerable to …

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