ATA RiskStation was built for financial professionals like you.
Advisors, Broker Dealers and Wealth Advisors
Help clients stay on plan, expand wallet share with existing clients and successfully compete for new client relationships.
Broker Dealers and Banks: With new regulations on the way, do you have a fully automated mechanism in place to confirm that current client portfolio risks are aligned with current client risk tolerances? We can help.
Need help with SEC Reg BI? Click Here.
Not all managers are in a race with stock market returns. Many strategies, by design, assume much less risk than equities and can be overlooked by return-based filters that miss superior risk/reward characteristics.
Better articulate the risks embedded in your strategies and more effectively communicate with advisers, consultants and institutional investors about the stability of your strategy’s risk profile over time.
Today’s historically low rate environment makes achieving long-term return targets a real challenge without assuming incremental risk.
Empower a small internal team to monitor and report on daily risk across all manager allocations individually and for the portfolio as a whole.