WealthBench®

Delivers superior investment planning and client relationships

WealthBench can help you attract new clients, build client relationships and increase productivity:

• Utilize institutional-quality methodologies, customized with your firm's proprietary 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.

RiskMetrics Group works closely with you during the implementation process, from initial system configuration through to end-user training. Our implementation teams have expertise in project management, data and technical integration, design and research. The flexibility of the platform allows for rapid integration without the risks often associated with a significant development effort.

Relationship Management with WealthBench

• Relationship Managers
• Portfolio Managers
• Private Bankers
• Wealth Managers
• Financial Advisors
• Brokers

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

Please contact us for more information on WealthBench