Monty identifies client investment plan risks for advisors
Use Monty's model builder to understand asset allocation risk. Ensure clients are invested in suitable asset allocations relative to risk profile. Lastly, ensure clients' asset allocations are appropriate for the return they require (goal risk).
Plan ahead by understanding sequence of returns risk, inflation risk and market risk (volatility).
Monty identifies key plan risks for your clients' investment plans.
Identify appropriate asset allocations for your clients.
Identify if asset allocations are appropriate for risk profile.
Understand the return required to reach client goals
Examine an investment portfolio in both real and nominal terms.
Returns are not linear and are uncertain. Use Monty to understand sequence of returns risk.
Measure investment portfolio volatility or market risk.
Choose between our basic, pro and enterprise plans.