Dive into Riskalyze Ultimate

The firm-wide alignment platform to drive a consistent client experience across your advisors and compliance analytics for every account.

Trusted by the best brands in wealth management.

The best brands and advisors in wealth management have propelled their success with Riskalyze.

Why They Choose Us

People are individuals.

And that’s why fiduciaries love the Risk Number. Gone are the days of having to stereotype investors based on their age and assign subjective semantics like “moderately conservative.” With Riskalyze, you can illustrate your fiduciary care to clients and prove it to regulators.

WATCH A GUIDED TOUR

A PROVEN GROWTH PROCESS

Expand your firm’s impact.

Leverage the four most powerful words in the profession: “What’s Your Risk Number?”

When you can incite curiosity in prospects and then craft the most compelling proposals to match, you’ll experience what we at Riskalyze call “The ACAT Form Moment” time and time again.

CASE STUDY
The 19x ROI

See how research unveiled that advisors actively using Riskalyze saw a 19X increase in take-home pay.

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CASE STUDY
Getting Referrals

After the market took a sudden downturn, this advisor received a series of concerned phone calls – not from worried clients, but from prospective ones.

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CASE STUDY
90% Close Rate

See how the Equity Concepts team used Riskalyze to get a 90% close rate in prospect meetings. Incredible!

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A PROVEN RETENTION PROCESS

Set the best expectations.

Help clients visualize and understand what you’ve been telling them for years. When clients grasp the relationship between risk and reward, you can finally say goodbye to that pesky question, “why is the market beating my portfolio?”

EXPLORE RISK ALIGNMENT

Come for risk alignment;
stay for everything else.

Portfolio Analytics & Research

Tap into sophisticated analytics at the security, account, and portfolio level to craft the perfect investment strategies for clients.

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Account Monitoring & Trading

Let Riskalyze monitor your client accounts so you can focus on making great decisions when something needs your attention.

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Firm-Wide Compliance

Our home office tools and consultative approach mean advisors and compliance teams agree on how to approach clients.

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Explore All Use Cases

Riskalyze integrates across your organization.

What advisors have to say: