Case Studies

Investment Risk Profile Monte Carlo

Developed Goal Planning & Investment Risk Simulations on

The Background

The client is a small Wealth Management firm that uses Salesforce. It decided to implement basic risk assessment and goal planning function on Salesforce.

The Challenge

Salesforce does not have any risk assessment and goal planning functions or AppExchange applications.

Our Solution

Organized working sessions to flesh out requirements and mathematical models for capturing the investment risk profile attributes, computing investment risk profile and running Monte Carlo simulation for goal planning. Built the custom functionality for risk profiling and goal planning using visualforce and

The Results

  • Now the advisors are able to do their client investment risk profile assessments on Salesforce which improves the experience for both client and advisors and also streamlines the client data capturing process.
  • Saves time. The end clients can get access to the goal information through the Salesforce community site.

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