Risk Sage

By Applied Finance

Risk Sage for Financial Advisors

Risk Sage is a differentiated analytical tool to help advisors measure a company's risk profile through proprietary valuation and wealth creation factors

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Differentiate your practice and differentiate your outcomes

In today's "low fee" environment, prospective clients need to understand what you offer is more about results than your fees.

  • Identify risky overvalued wealth-destroying stocks in client or prospect portfolios
  • Stategically transition equity portfolios in a more tax-efficient manner
  • Engage with prospects and improve client outcomes