Fluxr helps financial advisory firms understand and mitigate risk across their internal portfolios — bringing clarity and consistency to the models that sit behind every client recommendation.
Fluxr gives financial advisory firms a clear, consistent view of the risk inside their model portfolios. See how every model sits against its targets, keep your Approved Product List honest, and make sure the portfolios behind your client recommendations hold together — so your advisers can focus on advice, not spreadsheets.
From a single advice practice to a licensee overseeing dozens of advisers — Fluxr fits the way you work.
See Fluxr run against your own models. Tell us a little about your firm and we'll be in touch.
Prefer email? Reach us at sales@fluxr.io