KPP Financial Takes Data-Driven Approach to Help Clients Meet Retirement Goals

DANA POINT, Calif., Oct. 9, 2014 /PRNewswire/ -- KPP Financial today announced it has implemented advanced new financial advisory technology called Riskalyze, designed to enable KPP advisors to better assess a client's portfolio risk, and map it to their specific risk tolerance and investment goals within a high degree of probability.

KPP Financial, a boutique registered investment advisory firm headquartered in Southern California, has long been a front-runner in the industry for adopting proven new technologies and best practices that enable advisors to deliver more personalized and data-driven advice to their clients.   

"The Riskalyze platform is providing our clients greater transparency into their portfolio risk, and enables our advisors to conduct a more quantitative analysis of their clients' specific situation," said Justin Klein, Managing Partner for KPP Financial.  "It's quite different from the more common qualitative and psychological questionnaires that most other firms rely on, which are subjectively weighted and rely heavily on simply the stereotype of age."

The Riskalyze technology was built upon the academic framework that won the Nobel Prize for Economics, and takes a very data-driven approach to zeroing in on a client's true risk appetite.  The Riskalyze tool also claims the ability to deliver a portfolio with an impressive 95% level of confidence of staying within the client's expectations.

"We are excited to serve as a catalyst for KPP Financial Advisors as they exceed customer expectations through risk engineering and analysis," said Aaron Klein, CEO of Riskalyze.  "KPP Financial is a demonstrated market leader in data driven financial advisory services, and we are delighted that Riskalyze will help complement and advance their approach."  

After implementing the Riskalyze platform, KPP advisors have enjoyed enhanced visibility into their client's true appetite for risk and how it maps to their current portfolio investments.  The tool has also helped advisors explain to clients why they are invested in certain areas and securities, which can keep clients on track to achieve their long-term financial strategies and retirement goals by minimizing often reactionary decisions during rises and declines.

More information on KPP Financial can be found at kppfinancial.com; and on the InvestTalk Radio Show at kppfinancial.com/investtalk. 

To read more about Riskaylyze visit Riskalyze.com

CONTACT: Jason Von Sick, 800-557-5461, [email protected]

SOURCE KPP Financial