Risk & Proposal Manager
Your complete risk & client management workflow.
Transforming how advisors and asset managers operate with intelligent automation that accelerates insights, personalizes engagement, and drives growth.
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Go from prospect to managed client, without switching tools.
Let’s create your workflow together.
Risk
Assess and document client risk tolerance.
Proposals
Build recommendations grounded in that risk.
Management
Manage every client relationship from there.
Start Every Client Relationship with Clarity
First impressions matter. Risk & Proposal Manager creates an onboarding experience that builds trust from day one. Send clients a risk tolerance questionnaire with questions and scoring you control. Choose an assessment for straightforward onboarding, or a detailed version that captures goals, preferences, and time horizon alongside risk tolerance.
Show the Why Behind Every Recommendation
Turn a client’s risk tolerance into a clear, actionable framework tied directly to portfolio recommendations. Start with ready-to-use risk profiles, build your own, or apply your firm’s approved methodology. Every recommendation is grounded in your investment philosophy.
Turn risk conversations into client relationships.
Walk Into Every Meeting Already Prepared
Spend less time gathering information and more time strengthening client relationships. Risk & Proposal Manager brings portfolio performance, risk alignment, account structure, household relationships, notes, and recent activity into one workspace. Every conversation is documented, connected to the client record, and ready to guide your next recommendation.
Stay on Top of Your Entire Practice
Grow your business with a clear view of every client relationship. Risk & Proposal Manager gives you a dedicated dashboard to monitor AUM, concentration, segment clients, and identify which relationships need attention. Configurable modules give you a complete view of your practice without digging through multiple systems.
Risk & Proposal Manager
Built for the way your firm works.
Set firm-approved risk profiles, questionnaire templates, model portfolios, branding, and disclosures that every advisor in your network works from. Control the advisor experience so your team operates consistently and compliantly.
For compliance teams, Risk & Proposal Manager provides the visibility and documentation you need across your entire advisor network:
A firm-wide dashboard showing risk alignment status across every client book.
A documented trail of risk assessments, questionnaire responses, and portfolio decisions for every client.
The ability to verify that advisors are following approved risk frameworks and using compliant disclosures.
Risk & Proposal Manager
Turning easy onboarding into lasting, client relationships.
Talk to our team about bringing risk, proposals, and client management together on YCharts.
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