FORWARD-LOOKING DIGITAL SOLUTIONS
To predict and manage the financial risks of longevity in client portfolios and advisor practices.
A Unique Partner
We do not manufacture or sell financial products. What we offer is a comprehensive resource library on aging and longevity, along with the technology that helps quantify its impact on client portfolios and advisory books.
Our platform also includes practical tools designed to support consistent revenue flow and improved client retention.
Aging investors are driving the largest intergenerational wealth transfer in U.S. history. Our interactive analytic tools provide advisors with a clear advantage in protecting assets against shrinkage for their ageing clients and be better positioned for finding new opportunities brought about by the extraordinary wealth transfer activities over the next 5 to 10 years.
We Have Your Back
ARM solutions not only shield portfolio assets against the financial effects of ageing for clients, but also improves the inherited value for heirs, thereby increasing the likelihood that the heirs will also continue as clients.
This capability will have considerable positive impact on protecting and growing the book.
Targeted Approach
Longevity is quietly eroding client portfolios. Clients are living longer and that creates hidden financial risks most portfolios are not set up to manage. Among them are increasing withdrawals, extended time horizon and reaction to market volatility that over time reduce portfolio values and accelerate asset losses.
These challenges affect not only clients, but also their advisors and the firms they represent.
ARM offers a clear, data driven view of longevity risks and enables advisors and their firms to model future scenarios to assess performance over extended lifespan. This includes strategies to reduce risk, preserve assets and improve long-term portfolio values.
Firms
Strengthen portfolio resilience across the firm’s client base by quantifying asset shrinkage driven by the financial effects of ageing. Equip advisors with the tools they need to predict where shrinkage may occur and identify the most effective strategies to mitigate that possibility.
Added advantages: Enhanced practice management capabilities that support new advisor recruitment, improve advisor productivity, and strengthen overall firm performance.
Advisors
Gain the tools and confidence to measure and quantify longevity risk within advisor’s book. Improve client conversations, build trust, and retain assets across generations.
Added advantages: Increased opportunities to gather more assets from existing clients and generate more referrals.
Clients
Gain clarity on long-term financial outcomes, make more informed planning decisions, and better protect wealth for future generations.
Added advantages: Enhanced risk management and greater peace of mind.