Pro Rapid Review
Pro Rapid Review
The Pro RapidReview Tool℠ uniquely empowers Financial Advisors to answer these key questions:
The ProRRT℠ is the only tool available to investment advisors that is designed to directly increase your revenue. The ProRRT helps you generate better investment results and, when used as a new business development tool, improves new client recruitment, leading to increased growth in AUM and revenue.
The ProRRT℠ begins with a comparative analysis that quickly narrows the universe of mutual fund and ETF choices. This permits the qualitative due diligence step to focus on the top 3-5 highest ranked choices, making the process of investment selection dramatically easier, more time efficient, & less costly.
One of the principal reasons why investment advisors are fired is poor results from the investments they have recommended to their clients. Better results lead to greater client satisfaction and greater client retention, both of which lead to increased client satisfaction, referrals, client recruitment, and revenue.
The ProRRT℠ helps you to ensure compliance with federal and state “fiduciary” and “best interest” regulations and demonstrates that what you are selecting and recommending truly meets your clients' investment objectives, eliminating conflicts of interest, both known and unknown, all in the best interests of your clients.
The ProRRT℠ empowers you with the ability to show prospective clients the performance gaps between their current investments and those they could have selected, often revealing significantly greater historic returns without greater risks, a game changing advantage in recruiting new clients to your firm.
With ProRRT's unprecedented ability to identify and recommend mutual funds and ETF managers whose historic performance most closely matches the needs, goals, and preferences of your clients, these unique advantages can provide you with much greater confidence in your recommendations to clients.
Have Questions or Want to Learn More? Check out our FAQ page.
Mutual Fund & ETF Managers
Performance Factors
In Assets Reviewed
Years In Service to Advisors
Subscribe for free to the Checkup version of the ProRapidReview Tool℠ to screen your client mutual fund and ETF choices. Check how well they perform against all other choices to see for yourself if the Pro version might benefit your clients.
No Credit Card Required
Per Month
Per Month for 12 Months
If you are an individual investor, you’ll be pleased to know that a streamlined and easier to use version of the process and technology has been designed specifically for you.
