Pinpoint risk objectively.
Our Risk Assessment is built to quantify a client’s risk tolerance in less than 5 minutes. And the beauty of it lies within its adaptive, dynamic format. Using real dollar amounts, each question builds off the last to make a truly interactive experience — if you tried to print it like the old questionnaires of the past, you could stack the paper all the way to the sun (literally)!
Gone are the days of confusing, irrelevant exercises full of subjective semantics. These white-labeled tools are branded to your firm, not ours, and give you and your clients a common language to discuss risk.
Document your due diligence.
Once a client completes their risk assessment, Riskalyze generates their Risk Number on a scale of 1-99, utilizing a scientific framework that won the Nobel Prize for Economics.
When clients know their Risk Number and understand the relationship between risk and reward, they know you’re acting in their best interests. And these assessments are time-stamped and archived, giving you the confidence that you know your client and can prove it quantitatively.
After all—you didn’t tell them they’re a 42. They told you they’re a 42.
Every tool at your disposal.
It’s never been easier to set expectations with clients, prove your fiduciary care, and grow your business.