Assess Client Investment Risk with Monty
Monty identifies client investment plan risks for advisors
ASSET ALLOCATION
Understand drivers of long-term returns
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).
SIMULATION
Identify uncertainty of returns
Plan ahead by understanding sequence of returns risk, inflation risk and market risk (volatility).
Why use Monty?
Monty identifies key plan risks for your clients' investment plans.
Asset Allocation
Identify appropriate asset allocations for your clients.
Risk Profile Suitability
Identify if asset allocations are appropriate for risk profile.
Goal Risk
Understand the return required to reach client goals
Inflation Risk
Examine an investment portfolio in both real and nominal terms.
Sequence of Returns
Returns are not linear and are uncertain. Use Monty to understand sequence of returns risk.
Volatility
Measure investment portfolio volatility or market risk.
Simple and Transparent Pricing
Choose between our basic, pro and enterprise plans.
Portfolio Assess
R360 ex
Per Month
- Model Builder
- Model Mapping
- Simulation
- Email support
- PDF export
- White Label
- Integrations
- Priority Support
Simulation
R600 ex
Per Month
- Model Builder
- Model Mapping
- Simulation
- Email support
- PDF export
- White Label
- Integrations
- Priority Support
Enterprise
POA
Annual Plan
- Model Builder
- Model Mapping
- Simulation
- Email support
- PDF export
- White Label
- Integrations
- Priority Support
