The Pacific Financial Group, Inc. (TPFG) is a turnkey asset management platform provider and pioneer in Self-Directed Brokerage Account (SDBA) Management for 401(k), 403(b), and 457 participants through their advisors.
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Win new business when you illustrate how much risk a prospect has in their existing portfolio and how you can help them optimize it.
Generate referrals when you empower existing clients to determine their own PRB and gain comfort knowing that their portfolio’s risk is a perfect match.
Manage and Convert brokerage and direct mutual fund accounts to Advisory.
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PRB’s help clients feel more comfortable and stay the course during times of market volatility. This enhances the investor experience and may improve outcomes and retention.
Daily Monitoring of each client’s portfolio in comparison to their PRB risk adds an additional level of confidence in their investment strategy.
Reinforcing these concepts regularly enhances the client experience and is a major differentiator for advisors.
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Single Sign-On (SSO) into RiskPro® from the ENVDesktop Launchpad.
View and Manage your entire book, includingclient, account and model data on the RiskPro® Dashboard.
Leverage the strengths of RiskPro’s® universal risk translation to create models, and build new or goal modification proposals, seamlessly integrated into ENVworkflows.
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.
