Built for advisory firms

Risk oversight for your
portfolio models

Evizor helps financial advisory firms understand and mitigate risk across their internal portfolio models — bringing clarity and consistency to the models that sit behind every client recommendation.

Model portfolio overview
Risk monitoring
Sharpe Ratio
1.84
Expected Return
+9.3%
Volatility
5.2%
Current portfolio
Optimised portfolio
Asset allocation
Equities 38%
Fixed income 24%
Alternatives 18%
Real assets 12%