Financial Gravity Companies Inc. in partnership with Applied Behavior Finance, Inc. (ABF), releases The Real Risk MeterTM, a new SaaS based tool for advisors in the wealth management industry that challenges Riskalyze, Finametrica, and other risk analysis tools. www.realriskmeter.com
Dr. William Nelson, Co-Founder of ABF, acknowledged, “We know we’re taking on an 800-pound gorilla in Riskalyze, but real-life experience has shown us that Bear markets are a reality of life and investing. In our view, pretending Bears don’t exist is not the path to building real trust with clients.”
Nelson explained, “There have been five S&P 500 downdrafts just in the last 20 years that exceeded Riskalyze assumptions. On average, every four years, clients have been hit with a bad surprise, and I’ve no doubt that some of them bailed on their stock portfolio. We want the client to be part of the decision making process, to take psychological ownership of their portfolio from the beginning. We believe that this process is the foundation of trust.”
Financial Gravity Companies is a parent company of financial services companies including brokerage, wealth management, estate planning, family office services, risk management, business and personal tax planning, business consulting, and financial advisor services. Financial Gravity’s mission is to synergistically bring together companies that create symbiotic advantages to each other in order to bring a complete financial experience to our clients. www.financialgravity.com
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