Simplicity is the Ultimate Sophistication

Making it easy to match any client's risk tolerance with their portfolio.

Clarity is the Key.

RiskPro® is a digital, interactive risk analysis tool like no other.

Investors need to understand their personal ability and willingness to tolerate risk when it comes to investing.

RiskPro was built to tame harmful emotions of investors by helping them understand what volatility means in a portfolio.

Knowledge is powerful and can prevent an investor from making an emotionally driven decision that can steer them off course.

Shifts from traditional, ambiguous risk profiles to clearly defined maximum tolerance levels.

Delivers a complete documented process that clearly defines investment risk in terms every client can understand, maximum annual gain or loss potential in dollars.

Makes it simple for advisors to recommend suitable investments with over a 98% statistical probability that maximum tolerance levels will not be exceeded over any 12-month period.

Surveillance technology allows advisors and compliance to monitor all client portfolios daily. Should a portfolio drift out of alignment with the client's maximum tolerance levels, advisors, portfolio managers and compliance are automatically alerted.

Updates and Enhancements

RiskPro® Introduces a More Secure Login Experience

What’s New

We’re enhancing the security of RiskPro with a new, modern login experience powered by an industry-leading authentication provider. This update introduces multi-factor authentication (MFA) to better protect your account and data.

Why This Matters

  • Stronger protection against unauthorized access
  • A standardized, modern authentication experience
  • Improved long-term security across the RiskPro platform

What to Expect When You Log In

All direct logins to RiskPro will now use the new authentication process.

You’ll be asked to:

  • Sign in using your email address (this replaces your previous username)
  • Enter your password
  • Enter a one-time verification code sent to your email (MFA)

Once verified, you’ll be logged into RiskPro as usual.

First-Time Login: Action Required

For security reasons, existing passwords were not transferred to the new system. The first time you log in, you’ll need to create a new password.

To get started:

  • Visit https://enterprise.riskproadvisor.com/p4login
  • Select “Don’t remember your password?”
  • Enter the email address associated with your RiskPro account
  • Follow the email instructions to create your new password
  • Return to the login page and sign in

This is a one-time step.

Accessing Multiple Accounts

If your email address is associated with more than one RiskPro account, you’ll be prompted to choose which account you’d like to access after signing in.

RiskPro® is a universal risk translator, allowing everyone involved in a client's portfolio to understand their Personal Risk Budget.

The Personal Risk Budget™ (PRB)

By translating risk tolerance into tangible potential gains or losses, investors can control their own PRB to align with their goals. Financial professionals have guidelines set by investor's PRBs to pinpoint the portfolio that is best suited for their client.

Simultaneous Interpretation
Many years ago, the UN implemented a system of interpreting global languages simultaneously through headphones. Think of RiskPro in this way, designed to improve communication and mitigate misunderstandings.

RiskPro® is an interactive, digital analysis tool that produces simulations and statistical analyses that present the likelihood of various investment outcomes if certain investments are made. Based on input provided by a Client or potential Client, RiskPro assists a Client and an independent financial advisor (“Advisor”) in determining a Client’s Risk Tolerance. In RiskPro, a Client’s Risk Tolerance is an estimate of the maximum investment gain or loss, in dollars and as a percentage of a Client’s portfolio, over a forward-looking twelve-month period, which is consistent with a Client’s level of comfort with investment risk.

RiskPro® translates complex portfolio analytics into a simple language that investors understand.