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Riskalyze Risk Profiling<br />
SETH STEWART<br />
The new generation of risk profiling<br />
INTERNAL SYSTEMS & PROCEDURES<br />
Completing a risk profile<br />
Face to face<br />
Email link<br />
Web-site link – BrookstoneFinancial.com<br />
Entering a client/prospect portfolio<br />
Selecting a model allocation<br />
Adding an annuity<br />
Generating reports & proposals<br />
The eMoney Integration<br />
Required for advisors making customized recommendations<br />
Custom allocations must be within 5 +/- Risk Score.<br />
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