Dive into Riskalyze Ultimate
The firm-wide alignment platform to drive a consistent client experience across your advisors and compliance analytics for every account.
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.
See how research unveiled that advisors actively using Riskalyze saw a 19X increase in take-home pay.
After the market took a sudden downturn, this advisor received a series of concerned phone calls – not from worried clients, but from prospective ones.
See how the Equity Concepts team used Riskalyze to get a 90% close rate in prospect meetings. Incredible!
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.
Tap into sophisticated analytics at the security, account, and portfolio level to craft the perfect investment strategies for clients.
Let Riskalyze monitor your client accounts so you can focus on making great decisions when something needs your attention.
Our home office tools and consultative approach mean advisors and compliance teams agree on how to approach clients.
Riskalyze integrates across your organization.