An enterprise platform as unique as your firm.
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One true source of risk.
At Riskalyze, we’re about driving absolute alignment between advisors and their clients. And the Risk Number establishes a common language between home offices, advisors, and clients around risk and investments. It quantifies the level of risk that the client’s portfolio should be targeting and drives conversations about alignment between risk tolerance and investment choices, while giving home offices insight into the entire organization at a glance.
Empowered by our proprietary Risk Number to pinpoint risk capacity, risk tolerance, or simply set a target, advisors can document and demonstrate alignment as the true source of risk across CRM, portfolio management systems, financial plans, and more!
A proven way to grow your AUM.
At Riskalyze, we call it “the ACAT form moment.” When your advisors deliver state-of-the art proposals built upon the Risk Number, prospects simply ‘get it.’
Now you can empower advisors to grow their businesses, and do so within the guardrails you provide. Home offices can white list or black list securities, set up an approved marketplace of models, and guide advisors toward success in proposing risk-aligned solutions.
And it doesn’t stop there, Riskalyze offers a variety of useful reports and proposals to assist with client meetings and setting expectations. These powerful tools allow advisors to convey portfolio risk in a simple, elegant fashion with a focus on the bigger picture, their advisory value, and cements their interest in an investor’s financial future.
In-depth analytics highlight advisor brilliance.
Riskalyze Elite provides advisors with an additional analytical tool set to engage with data-driven clients and help them make the right decisions.
Our detailed analytics are built from the security level up, empowering your advisors with the data needed to analyze every US stock, ETF, mutual fund, 130,000 VA sub-accounts, 10,000 SMA and third-party money managers, alternatives, and more.
When your advisors are equip with fast, “risk done right” analytics and reports, it becomes that much easier to consolidate technology spend and retire your legacy solutions
Introducing the Advisor Portfolio Execution Option.
It’s the best of both worlds. Data shows that advisors who manage their own portfolios tend to underperform, get too risky, use thinly-traded securities, and hate their outdated, inefficient technology platforms.
On the other side — when you opt for outsourced asset management, you lose control of the assets and are stuck dealing with less than optimal economics for you and your clients.
With Riskalyze Trading, your advisors don’t have to choose between being a fiduciary and running an efficient practice. Now they can seamlessly shift between operating for scale and acting with surgeon-like precision on their accounts.
Finally, advisors and compliance on the same page.
Empower your compliance teams to get proactive before the regulators do. With Command Center, our all-in-one enterprise solution, home offices can take the drivers seat with intelligent business insights, compliance tools, and firm customizations that allows home offices, advisors, and clients to standardize a common language around risk.
The number #1 risk solution in wealth management is used by 4x as many advisors as all other solutions combined.
TRUSTED BY THE BEST
We work with 154+ broker-dealers, RIAs, asset managers, custodians, and clearing firms who use the Riskalyze platform to deliver a world-class experience to their advisors.
OVER 1M SECURITIES
We’re the only one who built risk analysis the hard way — the right way — by using security-level risk assessment as the building block.
What home offices are saying:
See how research unveiled that advisors actively using Riskalyze saw a 19X increase in take-home pay.
See how Founders Financial approaches the ever changing regulatory landscape with confidence.
See how the Risk Number empowers PFG advisors to set client expectations, win new business, and prove fiduciary care.
How we work with you
Custom Solutions & Professional Services
The robust configuration options and settings provide the flexibility you need to deliver a differentiated experience to your advisors and clients without the added cost of custom development work. However your tech stack is built, we’ll make sure Riskalyze snaps right into your workflow.
Compliance & Business Intelligence
Gone are the days when compliance departments spent hours spot checking accounts, searching for issues to address. With Riskalyze, you have a window into your accounts and a streamlined case management and resolution workflow system so that you can find and tackle issues before they become problems.
Riskalyze Customer Care provides product support for financial professionals and enterprise points of contact. Support is available 12 hours per day, 5 days per week via phone, email, or live chat within Riskalyze.
Riskalyze Coaches are available for 1:1 scheduled training sessions to help financial professionals accomplish specific goals. Coaches can help further integrate Riskalyze into financial professional’s practice.
Dedicated relationship managers support home office contacts. They’re responsible for helping you drive adoption, stay aligned strategically, reach your goals, and have a delightful experience along the way.
Arm your offices with the support and service they deserve.
Our implementation experts will guide your team to design an engaging experience that's flexible, scalable, and cost effective. Dedicated Relationship Managers and Support Coaches provide a white-glove experience for your home office as well as comprehensive training and success coaching for the advisors you serve.Get a Quote
Riskalyze snaps into your existing workflows.
Because advisors are only as efficient as the systems around them.
Built upon a dedicated platform for the home office.
We built Command Center to empower enterprises with intelligent business insights, compliance tools, and firm customization.Explore Command Center