NEWPORT BEACH, Calif., Aug. 7, 2017 /PRNewswire/ -- RiskPro®, announced a full integration agreement and an imminent launch of their cutting edge technology with Cantella & Co., Inc. of Boston, MA.
As the fiduciary standard is adopted across the wealth management industry, RiskPro® is providing Financial Advisors with a mathematically sound approach to assisting clients in determining their true risk budget and constructing portfolios that are aligned with that risk budget. Not only will advisors have a strong, repeatable methodology in place, but they will also have ongoing compliance help. RiskPro®'s portfolio surveillance technology with ongoing monitoring is especially appealing to firms in the industry.
Jennie Devlin, President, Cantella & Co. commented, "In our long search through vendors, we found RiskPro® to be the 'real deal.' Number one, they are Financial Advisors first, so they speak our language and know our business. Second, RiskPro has a highly accessible and creative IT Team, which worked closely with us, offering great ideas for a customized implementation. Finally, the business and the IT Team are in sync. In fact, what ended up being extremely valuable to us was RiskPro's advisory support team, who is providing hands on training and ongoing support to each of our advisors. That was a huge benefit."
RiskPro® was developed by ProTools, LLC, a technology company headquartered in Newport Beach, CA. RiskPro® was designed by financial advisors and built by econometricians to serve as a revolutionary risk profiling and portfolio construction system, which enables financial advisors to improve the client experience. Through RiskPro, advisors can meet their fiduciary responsibilities to provide clients with prudent investment advice. For more information, visit www.riskproadvisor.com
About Cantella & Co., Inc.
Cantella & Co., Inc., is a national broker/dealer located in the Financial District of Boston. Our experienced financial advisors utilize a vast array of wealth management tools to help individuals, families, and business owners develop investment portfolios and strategies to meet their short and long-term goals. For more info, visit: www.cantella.com
PACIFIC FINANCIAL GROUP, LLC
Pacific Financial Group, an investment advisor registered with the Securities and Exchange Commission, is an affiliate of ProTools and the exclusive distributor of RiskPro. Pacific Financial is based in Newport Beach, CA.