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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Riskalyze

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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Autopilot

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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Autopilot for Retirement Plans

Finally, the power of the Risk Number comes to retirement plans. Use a platform that empowers every 401K, 457, 403B, and Simple IRA participant to get invested right, and does so at scale.


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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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