Free Trial Offer

Thank you for your interest in ATA RiskStation™. Our goal is to position financial advisors to have much more intuitive and actionable conversations with their clients about portfolio risk. The risk insights that ATA RiskStation™ can add to the advisor/client conversation should enhance your clients’ confidence in, and commitment to, their long-term investment plans.

We want to make the ATA RiskStation™ platform real for you and your clients by offering a thirty-day free trial so you can experience the capabilities in real daily production. This offer is intended only for serious and qualified advisors so the application process for the free trial will require the following:

– You will have a thirty-day opt out option, but trial participants will be required to execute a short-term contract and provide a form of payment. You will not be charged if you opt out within thirty (30) days.

– To collect and process the portfolio data on a daily basis, we will need you to authorize your custodian to release the required data electronically to ATA RiskStation™. Once authorized, ATA RiskStation™ will then automatically collect and process portfolio data on a daily basis.

The conditions above are necessary because the amount of time and effort required to activate a new trial only make commercial sense for both ATA RiskStation™ and the trial participant if there is genuine interest in the service and the required daily data can be collected reliably.

If you would like to apply for the free trial, please click on the link below and fill out the brief form.

Once we receive your application, we will contact you within 2 business days to follow-up.

Sending