We’re excited to introduce a new feature in CapIntel’s Portfolio Builder: the Risk Profile Allocation Tracker, coming to enterprise customers soon!
After assigning a risk profile to a portfolio, you can now select “View Risk Profile” to launch the tracker. This tool provides a clear, real-time comparison between the portfolio’s current asset allocation and the target allocation defined by the client's selected risk profile from within the portfolio editor.
As you adjust the portfolio, the Actual column updates instantly, allowing you to monitor how changes impact alignment with the client’s risk preferences—making portfolio construction more transparent and efficient.
This update offers real-time insight into allocation discrepancies, empowering advisors to quickly adjust holdings to meet both compliance standards and client investment goals.
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