Risk Profiles
Align Strategy to Risk—Without the Guesswork
Connect Client Risk to Portfolio Strategy
Risk Profiles bring clarity and transparency to your proposal workflow by aligning investment recommendations with client risk preferences—using a customizable, repeatable framework you control. Whether you’re working with firm-approved profiles or tailoring your own, it’s easy to generate consistent, data-driven proposals that clearly explain the “why” behind your recommendations.
Built for Advisors, at Any Scale
Risk Profiles are flexible enough for independent RIAs and robust enough for enterprise teams. Use YCharts Public Risk Profiles to get started quickly, or replicate and embed your firm’s own methodology to ensure consistency across your advisor network. Whether you’re customizing portfolios one-on-one or managing a standardized framework, Risk Profiles help you scale personalization without sacrificing clarity.
Visuals That Explain the “Why”
Risk Profiles make it easy to add compelling, risk-aligned visuals to your report. Clients can see exactly how a portfolio fits their risk level, reinforcing your recommendations and building trust through transparency.
