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%
mathematical confidence.

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.

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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.

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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.

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Compliance Cloud

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.

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"I used Riskalyze with a prospect today and sold a large advisory account because of it. The new client raved about the technology, stating he had never seen anything like it!"


Advisor in Ohio

"Riskalyze is client suitability and ethical practices defined…"


Advisor in North Carolina

"This is the single best piece of software I have come across in 15 years of being a registered investment advisor."


Advisor in Michigan

"It’s been transformational. We’re winning business because of Riskalyze."


Advisor in Virginia

"Riskalyze is such a great tool. I’m new to using it with my practice and already couldn't imagine running my business without it."


Advisor in California

"I have been in the financial business for 40 years and haven’t seen such a robust and wonderful tool."


Advisor in California

"Riskalyze helped me open a $350,000 account this week. I am incorporating it into all new client proposals."


Advisor in Michigan

"Riskalyze really gives my clients an edge in understanding risk. It is easily the best technology I use in my practice."


Advisor in Hawaii

"Riskalyze helped us move over $1M in assets in the first three months."


Advisor in Florida

"Riskalyze is the cornerstone of my process for attracting new clients."


Advisor in California

"Riskalyze helped me save a $650,000 client, and connect with them on a whole new level."


Advisor in California