We’re excited to share that WealthWorks+ now includes a new Risk Assessment feature—designed to help you better understand and manage potential risks across your clients, entities, and contacts.
This feature is easy to use and highly flexible. You can create your own set of questions, assign different levels of importance to each one, and let the system calculate an overall risk level based on your criteria. Whether you’re assessing financial risk, compliance concerns, or other factors, you’re in control of how the assessment works.
Once the risk level is calculated, WealthWorks+ presents the results in clear, visual dashboards. These dashboards make it simple to spot trends, compare risk levels, and identify areas that may need attention—all at a glance.
This new tool is ideal for teams looking to strengthen their risk management processes without adding complexity. It’s built to adapt to your needs and grow with your business.
Interested in seeing how it works? Get in touch with us to learn more or request a demo.
#WealthWorksPlus #RiskAssessment #Compliance #ClientRisk #WealthManagement #RegTech #FinancialServices #Innovation
