Built for RIA firms managing $250 million to $2.5 billion in client assets.
ERS gives registered investment advisors independent, proprietary stock risk ratings built on 25 years of data —
so you can show every client, every regulator, and every prospect that your portfolio decisions are grounded in arithmetic, not opinion.
Most advisors can explain why they bought a stock. Almost none can prove — with data — that the stock met a quantifiable standard of care before they bought it. ERS changes that.
Nine proprietary ratings, including FSN, LI, PRI, and the 4D bear market rating, score every position for downside risk, forward return probability, and fiduciary defensibility. The firms using ERS don't just avoid losses their competitors walk into. They compound that advantage into AUM growth — because over 25 years, the stocks that passed ERS's ratings returned 21% annualized versus 9% for the S&P 500.* Clients who don't lose money don't leave, and prospects notice.
* Generated using an earlier, superseded version of the ERS rating systems. The study validates the directional methodology; it does not project current platform performance.ERS's Loss Indicator and Price Risk Indicator ratings flag positions with elevated downside exposure — not after the fact, but while there's still time to act. Our 25-year study shows what happens to stocks that carry these signals, and it isn't ambiguous. You get a documented, pre-trade risk basis for every holding in every client account.
Client retention is the most underleveraged growth variable in advisory. When your clients don't suffer avoidable losses, they stay. They add assets. They refer. Our FSN and 4D ratings classify every stock into one of five risk tiers — giving your firm a performance story built not on a hot streak but on 25 years of exposed, measurable results: 21% annualized* versus 9% for the S&P 500*. That story closes prospects your competitors can't reach.
Regulators don't ask if you meant well. They ask what you knew and when you knew it. ERS provides time-stamped, independent risk ratings that document the arithmetic behind every buy, hold, and sell decision. Your process becomes a verifiable data trail, not a narrative you reconstruct after the fact.
Score your own current holdings across all nine ERS rating systems — your portfolio, your results. Alerts when any rated position changes risk tier, so you can act before the damage is done.
Input any stock ticker and receive a forward valuation analysis grounded in the company's own revenue growth and profit margin history.
Current holdings, updated monthly, built using the same ERS rating systems available to you — not a backtest, a live position statement.
Three live model portfolios are included in your free trial, updated as of the previous trading day's close. A fourth portfolio — the BX ERS 40 — launched in June 2025 and is shown here as an independent performance reference.
| Model | Since | Return | Freq. of Gains | |
|---|---|---|---|---|
| Free Trial Portfolios — Since 12/31/25 | ||||
| Free Trial | Resilient Value | 12/31/25 | — | — |
| Free Trial | Resilient Income | 12/31/25 | — | — |
| Free Trial | Small-Cap Growth | 12/31/25 | — | — |
| S&P 500 | 12/31/25 | — | ||
| Independent Reference — Since 6/6/25 | ||||
| BX ERS 40 | 6/6/25 | — | — | |
| S&P 500 | 6/6/25 | — | ||
Freq. of Gains: Percentage of stocks in the portfolio with a positive return since inception.
Every RIA managing client assets has 12 non-negotiable fiduciary duties.
Download the checklist ERS advisors use before every quarterly client review.
$250 million to $2.5 billion in client assets under management.
A committed plan — not a wish — to double your revenues on a specific timeline, with a willingness to invest in the process required to get there.
You believe doing a genuinely excellent job for clients is the mechanism by which revenues grow. You invest in research quality before marketing. You measure in years, not quarters.
If you manage $250 million to $2.5 billion and have a committed plan to grow, start with 30 days of full platform access. No credit card required.
Start Your Free 30-Day Trial