Riskalyze for Banks and Credit Unions.

See how firms like yours are using Riskalyze to engage clients, increase wallet share, and empower fearless investing.

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How to Drive Fearless Investing

  • Riskalyze empowers you to build proposals with the exact amount of risk an investor should take on.
  • Document and showcase alignment between portfolio construction, risk tolerance, and risk capacity.
  • Increase your customer retention and set better expectations with the 95% Historical Range.
  • Facilitate meaningful conversations with clients and save time through more streamlined, effective workflows.

There’s no better way to start the investing conversation.

Now you can leverage the four most powerful words in investing, “What’s Your Risk Number?”

When clients see and understand the risk that they are taking, assets move quickly from cash (Risk 1) or held-away accounts (Risk ?), to a portfolio that’s in alignment with their goals and risk tolerance. With our industry-leading client engagement tools, you’ll experience what we at Riskalyze call “The ACAT Form Moment” time and time again.


See how one bank increased wallet share by $41M with Riskalyze.

With Riskalyze, Phil's team of advisors have won more clients, deepened client relationships, and helped clients better understand risk amidst market volatility.

“I wanted Riskalyze Elite for everyone because I wanted my advisors to have the tools they needed to increase engagement and really impress our customers,” Pomella said.


Now you can build trust and longevity for the long-haul.

Once those prospects become clients, advisors can build trust and longevity with tools like Stress Tests, Scenarios, and Detailed Portfolio Stats.

Now you can help your clients see and understand the risk they are taking on and give them permission to hang in there when the markets are volatile. With Riskalyze, it’s never been easier to gain wallet share, illustrate your expertise, and prove best interest.

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Built upon a dedicated platform for the home office.

We built Command Center to empower banks and credit unions with intelligent business insights, compliance tools, and firm customization.

Explore Command Center

Riskalyze snaps into your existing workflow.

Because advisors are only as efficient as the systems around them.


Ready to dive into Riskalyze?

Let’s equip your advisors with powerful tools to increase their wallet share.