InvestorGauge combines advanced risk profiling with intelligent portfolio recommendations. Get personalized investment strategies tailored to your unique financial situation in minutes.
Advanced technology meets personalized financial guidance
Our sophisticated algorithm analyzes 9 key factors to calculate your precise risk tolerance and capacity.
Receive personalized asset allocation recommendations across equities, bonds, and alternative investments.
Interactive visualization displays your risk profile with an intuitive heads-up display interface.
Seamless DocuSign integration for Investment Policy Statement execution and compliance.
Bank-level security with full regulatory compliance for financial advisory standards.
Save your progress and return anytime to complete your assessment at your own pace.
Complete your risk assessment in 5 simple steps
Provide basic details including name, age, and investment amount range to get started.
Complete our comprehensive questionnaire covering time horizon, goals, risk tolerance, experience, and financial stability.
See your personalized risk score (0-100) displayed on an interactive gauge with detailed metrics.
Explore your recommended portfolio mix with interactive pie charts. Click any asset class to learn more about equities, bonds, and alternatives.
Review and electronically sign your Investment Policy Statement through our DocuSign integration.
Start your personalized investment assessment today. It only takes 10 minutes.