Vision

Because of increasing complexity of the financial products, investors will be more dependent on financial professionals to do their financial planning and investment management.

However, as the dominant channel to the individual investors, financial advisors are not capable of setting up portfolios for their clients due to lack of time, knowledge, interest and drive.

Largely for this reason, studies repeatedly show that investors have been earning far less returns than they should.

Thus emerges the urgent demand for so called portfolio constructing services. In another word, instead of more and more investment products, what the investment community really need is a tool that can engineer different investment products into integrated solutions which are specifically designed for each and every investor, so that his/her investment preference is accurately matched.

RiskFile is built to meet this unmeet demand.