Portfolio Analysis for Wealth Managers
How we can help
Wealth managers must ensure that client portfolios are well-diversified, risk-optimised, and aligned with investment objectives. However, conducting in-depth portfolio analysis for financial advisers requires extensive data assessment and strategic evaluation.
Root Paraplanning offers expert portfolio analysis, helping wealth managers assess risks, identify opportunities, and refine asset allocations.
Key Benefits of Portfolio Analysis
Performance Benchmarking:
Compare portfolio performance against industry standards and benchmarks.
Comprehensive Risk Assessment:
Identify and mitigate investment risks through a structured analysis.
Customised Client Reporting:
Provide detailed yet digestible portfolio reports to clients, improving engagement and trust.
Diversification Insights:
Ensure client portfolios are well-balanced across asset classes and investment sectors.
Strategic Asset Allocation:
Optimise portfolio composition to align with risk tolerance and investment goals.
Our Planning Tools
How it works
Root collaborates with wealth managers to deliver in-depth portfolio analysis for financial advisers, ensuring strategic asset allocation, risk assessment, and performance optimisation. Our process includes:
Portfolio Data Collection & Assessment:
Gathering investment details, asset breakdowns, and performance history.
Analysing key financial indicators to assess current portfolio health.
Strategic Adjustments & Recommendations:
Suggesting asset reallocations to improve risk-adjusted returns.
Providing tailored investment strategies based on client goals.
Aligning portfolios with regulatory and compliance standards.
Risk & Opportunity Evaluation:
Identifying underperforming assets and potential investment risks.
Highlighting areas for diversification and portfolio growth.
Assessing market conditions that may impact portfolio stability.
Final Report Delivery & Implementation Support:
Delivering structured reports with actionable insights.
Providing ongoing monitoring and performance updates.
Assisting advisers in implementing recommended portfolio changes.
Client Use Case
A Financial Adviser Refines Asset Allocations for a High-Net-Worth Client Using Root’s Analysis
A financial adviser managing a high-net-worth client’s portfolio wanted to reassess asset allocations to optimise returns and manage risk effectively. However, their internal team required external expertise to conduct an unbiased, in-depth portfolio analysis.
By leveraging Root Paraplanning’s portfolio analysis for financial advisers, the adviser received a comprehensive report outlining:
Risk exposure analysis and mitigation strategies.
Recommended asset rebalancing to enhance diversification.
Performance benchmarks compared against similar investment profiles.
Forward-looking insights based on market conditions.
With Root’s assistance, the adviser successfully refined their client’s asset allocation strategy, ensuring optimal diversification while maintaining their investment objectives and risk tolerance.
Start Your Paraplanning Journey with Root Paraplanning
Are you struggling to find time to service your clients? Perhaps the regulatory burden is intensifying, or do you need an experienced sounding board?
We provide invaluable practical assistance behind the scenes, allowing you to focus on what matters: your clients and building your business.