Registered Investment Advisors / Wealth Managers

According to U.S. Bureau of Labor Statistics, there are more than 320,000 Personal Financial Advisors employed in the U.S. For the markets in India, there are currently 1,300 Registered Financial Advisors (RIA's) and about 2,700 Certified Financial Planners (CFP's) registered with SEBI, with massive growth projected in these roles in India. As part of managing money for clients, once of the main focus for Financial Advisors is to ensure suitability obligation towards their clients.
One of the cornerstones of ensuring suitability is to make sure the investments are within the "Risk Tolerance" of the client.
Kraytis Risk Manager provides Quantification of Risk for an equities portfolio. The first of it's kind, this feature can be used to ensure suitability for a client. The Daily Risk will track against the Risk Tolerance of a client, thereby ensuring the investments recommended are suitable for the Client. Furthermore, using Scenario Analysis, a portfolio can be tailored to suit a client's Risk Tolerance.

Portfolio Construction

Along with Asset Managers, ETF's and Mutual Funds are one of the main areas where portfolios are constructed for investment.
Kraytis Risk Manager is the perfect tool to build a portfolio while ensuring risk is within the published and targeted risk profile of a Fund or ETF. Kraytis Risk Manager can give Money Managers the ability to do scenario analysis to build and tweak the portfolio based on the recent changes in the markets. Monitoring the Daily Risk, a fund manager can predict (with a 95% confidence) the maximum downside in the NAV for a single day. The "Risk Contribution" feature is a very unique and powerful piece of information during portfolio construction. Money Managers can instantly see how risky any particular security is with respect to its portfolio weight, and tweak the holding size or opt out of a particular security altogether, depending on their forecast for that security.

Risk Quantification & Analysis

Risk Quantification is a powerful feature for Portfolio Risk Analysis. The Daily Risk in terms of monetary value is a huge data point in knowing where the potential loss is as compared to the risk appetite. Wealth Platforms, Brokerages and 401K providers add the usual Portfolio metrics to the users, however, a single number that predicts the potential maximum loss on a daily basis (with a 95% confidence) can be an extremely significant value-add for Money Managers and Indivdual Investors. Adding a "Risk Panel" to the summary page of any portfolio gives a completely different angle to analyze the Portfolio Risk.

API Based integration

Integration with your platform, be it a Wealth Platform or Brokerage or a Portfolio Management System is very easy and seamless via API calls. Get on-demand annonomized portfolio risk by just providing the ticker and quantity for any portfolio. No client information is needed.