Announcing the Premiere of RiskPro® at Pershing INSITE 2016

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Through its strategic relationship with Pershing, ProToolsTM is pleased to announce the premiere of RiskPro® at the Pershing INSITETM 2016 Conference. “We are delighted to introduce this revolutionary technology at the 18th annual INSITETM conference. RiskPro® will help ensure that advisors build portfolios that are in their clients’ best interests, as required by the new DOL rules”, said Nick Scalzo, chief executive officer at ProTools. RiskPro® will be available to Pershing’s clients through NetX360®.

“We are personally invested in our clients’ success and are excited to add RiskPro® to our eco-system of best-in-breed solutions. The addition of ProTools demonstrates our commitment to providing our clients with solutions to help them comply with their fiduciary responsibility,” said Rich Calvario, director at Pershing.

Designed by Financial Advisors and built by leading Econometricians, RiskPro® is a risk profiling and portfolio construction system that helps advisors improve the investor experience while helping comply with their fiduciary responsibility.

  • Conveys risk in simple terms clients understand
  • Builds portfolios mathematically aligned to clients’ Personal Risk Budgets, with a 98.6% confidence level of not exceeding their downside tolerance over any rolling 12 month period*
  • Works to mitigate the risks associated with fiduciary liability under the Investment Advisor Act and the new DOL rule
  • Complements Pershing’s new regulatory disclosures (i.e. BICE) to comply with fiduciary obligations

Clients of Pershing can receive all the compliance and advisor benefits of this system atno cost unless it requires specific customizations.

RiskPro® can be accessed through the Mutual Fund center in NetX360. To learn more, please contact Jeff Olson @ 949-922-3764 or contact your Pershing representative.

*Mathematical results are based on statistical probabilities and are not guaranteed.

About RiskPro®:

Designed by Financial Advisors and drawn from interacting with retail investors, RiskPro®, The World’s First Virtual Portfolio Strategist®, was developed. This revolutionary risk profiling and portfolio construction system empowers advisors to help their clients understand and pinpoint their own Personal Risk Budget® and then to construct a portfolio within a hundredth of a decimal point of that risk budget in a matter of minutes.

©2016 Pershing LLC, member FINRA, NYSE and SIPC, is a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Pershing LLC and RiskPro are separate unaffiliated companies that are not responsible for each other’s services or policies. Trademarks, service marks and logos belong to their respective owners.