The Risk Alignment platform to engage with prospects and empower fearless investing with your clients.

RISK ALIGNMENT

Use the Risk Number to set expectations with clients, document your fiduciary approach, and grow your business.
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PORTFOLIO ANALYTICS

Tap into sophisticated analytics at the security, account, and portfolio level to craft the perfect investment strategies for your clients.
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TRADING TECHNOLOGY

Let Riskalyze monitor your client accounts so you can focus on making great decisions when something needs your attention.
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Use the Risk Number as your common language for client engagement.

Leverage the power of the Risk Number® and 95% Historical Range™ to transform your conversations with clients and prospects.

Risk Assessments
Risk Assessments

Eliminate the stereotypes that have made risk tolerance useless. Use leading scientific theory to objectively pinpoint an investor's Risk Number®, whether you’re across the room or across the world.

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Portfolio Risk
Portfolio Risk

Does an investor's risk tolerance align with how they're invested? A portfolio-wide Risk Number® and 95% Historical Range enable you to make investment decisions and demonstrate alignment to your prospects and clients.

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Retirement Maps
Retirement Maps

Don't wonder if a client's risk preference will allow them to achieve their goals—calculate their probability and build a map to success. Illustrate the bigger picture and even uncover outside assets.

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Riskalyze GPA<sup>®</sup>
Riskalyze GPA®

Meet the objective metric that has paved the way to measuring the efficiency of investments not just at the fund level, but at the portfolio level as well.

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Stress Tests
Stress Tests

Run portfolios through historical events like the 2008 Financial Crisis or 2013 Bull Market to help clients understand what it means to control risk or beat the market.

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Check-ins
Check-ins

Email Check-ins build a strong foundation to support your message between client reviews and give you an early warning signal when client psychology needs care.

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Tap into detailed analytics for the perfect portfolio.

Harness the power of detailed analytics, lead generation tools, and beautiful reports to prove you are working in the best interest of your clients.

Detailed Portfolio Stats
Detailed Portfolio Stats

Unleash your inner math geek with in-depth analysis of everything from modeled performance comparisons, sector breakdowns, regional exposure, and more!

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Individual Security Analysis
Individual Security Analysis

Dive deeper into your analysis with a rich set of analytics and metrics for individual stocks, ETFs, and mutual funds.

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Discovery
Discovery

Find the perfect investment for your clients with security analysis and fund screening. Discovery empowers you to quickly dive into your investment research based on your most important search criteria including the Risk Number®, Riskalyze GPA®, expense ratios, and more.

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Outside Asset Sync
Outside Asset Sync

Seamlessly import outside assets from thousands of institutions. With client credentials entered remotely or by your side, manual updates become a thing of the past.

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Timeline
Timeline

Unlock the power of events in Retirement Maps. See how changing your client's Risk Number®, income, or expenses over time will affect their overall risk capacity.

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Retirement Plans
Retirement Plans

Finally, it's easy for you to use the Risk Number® to match hundreds or thousands of 401K, 457, 403B, or Simple IRA plan participants with just a few clicks. The Risk Number creates a common language, allowing you to bridge the gap between advisor and participants without flooding your to-do list.

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And keep everything on track with powerful trading technology.

Save yourself hundreds of hours on manual trading with Riskalyze’s One-Click Fiduciary technology — scan for Risk Number drift, cash distributions, tax loss harvesting opportunities, or model changes without lifting a finger.

Trading Dashboard
Trading Dashboard

The Trading Dashboard surfaces all of your decision points in an easy, convenient inbox. With our One-Click Fiduciary™ technology, you can easily approve or snooze trades across your entire book of business.

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Intelligent Tax Optimization
Intelligent Tax Optimization

Intelligent Tax Optimization empowers you to optimize every trade decision for your clients and keep taxable accounts on target while minimizing taxes.

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Accounts Dashboard
Accounts Dashboard

The Accounts Dashboard gives advisors total control over trading client accounts while maximizing efficiency and productivity across their entire book of business.

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Automated Tax Loss Harvesting
Automated Tax Loss Harvesting

Riskalyze Trading scans every one of your client accounts every night looking for harvesting opportunities over your dollar or percentage threshold ensuring you can save on client tax bills.

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Even more to love!

Lead Generation Questionnaire
Lead Generation Questionnaire

Drop a simple link onto your website or email signature to turn it into an interactive risk analysis tool and a lead capturing machine. Now you can leverage the four most powerful words in financial advice, "What's Your Risk Number?"

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Printed Reports
Printed Reports

Create a roadmap for your clients with a single click. These white-labeled PDF and printed reports are intuitive to the client and reinforce your firm's brand.

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Partner Store
Partner Store

Dive into our collection of free and subscription-based models and download them into your Riskalyze account. Stay up to date on the industry's best strategies!

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Mobile App
Mobile App

The "remote control for Riskalyze" is always within reach. Check in on clients, leads, and trades with just a few taps of your finger on any iOS or Android device.

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Scenarios
Scenarios

Run a portfolio through a market timeline and compare it to just the right benchmark to make your point.

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Meetings
Meetings

Effortlessly launch a remote meeting with just two clicks. Your client joins with a web browser, and you’re protected from sharing the wrong data with the wrong client.

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Advisor Marketing Kit
Advisor Marketing Kit

Want to leverage the Risk Number® for your brand? We've got an interactive portal of design templates and other resources available in your Riskalyze Elite account.

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