Show prospects they’re invested wrong. Prove to
clients they’re invested right.
We empower advisors to build fearless investors.
The World’s First Risk Alignment Platform.
Riskalyze is transforming the industry by empowering investment advisors to capture a
quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet
expectations and quantify suitability.
Quantitatively Pinpoint Risk.
Our patented Risk Number® technology objectively calculates an
investor’s true risk tolerance utilizing a scientific framework that won the
Nobel Prize for Economics.
Build Portfolios that Fit.
Engineer the risk in a portfolio to fit your client’s unique and individual risk preferences and
meet their expectations with a 95%
Expose Risk & Win Clients.
Show your prospective clients that they are invested outside of their true risk preference. With
the numbers on your side, you’ll have the upper hand to easily win client trust.
Show prospects they’re invested wrong and prove to clients they’re invested right. Riskalyze
enables advisors to pinpoint an investor’s Risk Number® and
build a portfolio that contains just the right
amount of risk.
Next-generation client self-service combined with automated asset management for financial
advisors. Autopilot empowers you to profitably serve clients, large and small, by offering a
tiered service model.
Eliminate the need to spot check with big data analytics. Compliance Cloud searches your entire
book of business for compliance issues and flags accounts that need attention, enabling you to
tackle the most important issues first.