You are reading: Automatic Calculation of Risk Ratings

Sam Walters

Vice President (Client Relationships)

Our new non-financial scorecards contain a more detailed assessment of key operational factors within the business under foundation and strategic growth headings.

Each of the assessment’s 250 questions feeds into our algorithm to assess risk across 19 factors across the board headings of economy, industry, and business (company-specific risk).

We can automatically create the industry code as long as we have the correct industry code. Beta scorecard – saving advisors time and ensuring far more accurate results.

Subscribe to receive the latest updates from Capitaliz.

Fields marked with * are required.
This field is for validation purposes and should be left unchanged.