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Your issues. Our knowledge and technology.

Contact Us

Relax. You have the A-team on your side.

Risk is a prevalent topic in the industry. From regulatory changes, to changing clients’ needs and market conditions, there never seems to be a moment of rest. Whether you need help catching-up, or have a vision for something revolutionary, we’d love to be involved and help you deliver.

Our expertise is particularly well suited for:

Financial Advisors

Financial Advisors

Consulting Firms

Consulting Firms

 Broker Dealers

Broker Dealers

 Asset Managers

Asset Managers

Financial Media

Financial Media

Compliance Groups

Compliance Groups

Regulators

Regulators

  • “There are different (partial) solutions in the industry. SmartRisk Pro is a one-stop risk solution.”

    Newbridge Wealth

  • “We will win business in the retirement space by implementing SmartRisk Pro.”

    Garcia Wealth

  • “The Investment Committee risk reports are insightful.”

    Carson Institutional Alliance Investment Committee

  • “After extensive testing, I’ve found the PrairieSmarts model to be a much better estimate of reality.”

    James Norrington, Investors Chronicle, Financial Times

  • “This is the next evolution of advisor risk software.”

    Sequent Planning

  • “SmartRisk PRO has helped us see risk in our portfolios in a whole new way and has changed the way we manage money.”

    Responsive Financial Group, Inc.