A personal financial homepage that consolidates and tracks all of yourfinancial accounts, assets and important documents through a single access point in one secure location.
Do you know where everything is, and what everything is worth? If you don't, you should. If you want to know you can. Wealth Vision allows you to see the potential effects of your decisions...not just today, but throughout your entire lifetime.
Wealth Vision allows you to be confident in life's important financial decisions, and Propel Investment Management is dedicated to providing this critical planning software to every one of our valued clients.
Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like “conservative” and “aggressive” with the Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for their investments.
Riskalyze was named one of the 10 most innovative companies in finance by Fast Company Magazine, and Best Client Facing Technology by Morningstar Advisor.
Using patented Risk Fingerprint technology, clients and prospects start with a mathematically based risk assessment survey based on their actual investment amounts.
The result is a risk number between 1 and 99 that pinpoints their exact comfort zone for downside risk and potential upside gain. Advisors then build an investment portfolio to match the client’s Risk Number, and chart a clearly defined path to the client’s goals.