What is Riskalyze?

The growth platform for wealth management firms

Win prospects faster, drive a personalized client experience at scale, attract and retain the best talent, increase firmwide efficiency, and turn compliance into an opportunity.

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Grow faster.

Most firms aren’t growing. In fact, they’re shrinking.

They have an asset platform, a CRM, and a planning tool, but something is missing.

Something that gets the growth flywheel spinning. Turning a website into a lead gen machine. Turning those prospects into ACAT form moments. And turning those assets into committed clients.

Win Prospects Faster

Firms using the Riskalyze growth platform have improved prospect close rate from 40% to 94%. When prospects see the power of risk alignment working in their favor, advisors quickly close deals.

  • Manage expectations – Pinpoint an investor’s exact risk tolerance without stereotyping and turn fearful clients into fearless investors.
  • Generate leads – Turn your website into a client acquisition machine by leveraging powerful risk analytics to assess the Risk Number® of a prospects’ outside holdings.
  • Create ACAT form moments – Watch ACAT forms get signed faster than ever before when you evaluate portfolio risk and make investment recommendations that demonstrate alignment.
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Drive Retention with a Differentiated Client Experience

With over 5 million Risk Numbers® generated to date, Riskalyze makes investors 3x less anxious about their financial outlook. Riskalyze’s process for engaging clients and prospects enables you to build one cohesive firm with a unifying value proposition for every investor you serve.

  • Use a formula that wins – Address risk capacity, illustrate the bigger picture, and build a roadmap to success for every client across your firm.
  • Demonstrate expertise in a way that clients understand – Activate your team of advisors to create a powerful narrative around risk. By aligning risk tolerance and leveraging Stress Tests and Scenarios, advisors can empower clients in the investment process in every interaction.
  • Build the perfect portfolio, every time – Access world-class research and analytics inside Riskalyze and easily search for the best investments for every client.
  • Increase client satisfaction and retention – You’re always on the same page with your clients about the level of risk in their portfolio by automating client Check-ins. Get early warning signs on how your clients feel about the market, increase client satisfaction, and keep clients for the long haul.
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Attract & Retain the Best Talent

The average advisor is 390% more satisfied with Riskalyze than any other wealth management tool. When you equip your advisors with a growth platform that acquires new clients, increases take-home pay, and drives investor satisfaction and retention, you create a differentiated advantage that helps you recruit and retain advisors.

  • Enable customization – Equip your advisors with a comprehensive growth platform, without mandating an all-in-one. Empower advisors to weave in all the tools they might need for personalization.
  • Provide trusted methodology – Center your tech stack on a growth platform with accurate proprietary analytics, in-depth investment research tools, and a risk alignment software at the securities level.
  • Put people first – By putting your clients’ needs at the center of your tech stack and helping advisors to drive higher prospect close rates, you unlock the growth formula, retaining top-performing advisors, engaging fearless investors, and increasing your firm’s AUM.
  • Equip your team to win – Give your team the #1 tool for sustainable growth. Three out of four advisors saw their book of business grow over $1M after 90 days of using the Riskalyze growth platform.
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Make Compliance a Profit Center

Now you can work collaboratively with your advisors to maintain compliance across your firm’s entire book of business. With Riskalyze Ultimate, every action your advisors and ops staff take becomes proof to auditors that your firm is on track.

  • Easily search accounts – With all data synced across your firm, search by advisor name, single out one account, or find thousands that fit your parameters with search filters.
  • Identify issues in minutes – Fly through thousands of accounts and find accounts that have inappropriate investments, concentrated positions, or are out of alignment.
  • Eliminate time spot-checking – Ensure that their current holdings match their investment advisory agreement in record time.
  • Capture the right data – Easily create an audit trail by capturing accurate data faster than ever before so your firm can focus on winning and retaining clients.
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Integrates with your existing wealth tech stack

Say goodbye to complicated onboarding and manual data entry. Riskalyze integrates with your CRM, custodial feeds, marketing automation platform, financial planning tool, and reporting and billing engines, plus both first and third-party data sources so your data imports easily, accurately, and stays up-to-date.

Increase firmwide efficiency by streamlining your tech stack and syncing your data with the easy-to-use Riskalyze growth platform so your advisors can prioritize what’s important: clients.

Trusted by the best.

Adopted by tens of thousands of advisors including over 50% of the Top Barron’s Firms. 85% of wealth management firms that have a dedicated risk solution use Riskalyze.

Find the Right Plan for You

Riskalyze Elite

For Individual Advisors

Meet the world’s #1 growth platform that helps individual advisors convert, engage and retain clients with powerful analytics.

Riskalyze Ultimate

For Advisory Firms

The firmwide alignment platform to drive a consistent client experience across your advisors and compliance analytics for every account.

Convert Prospects, Retain Them, and Remain in Compliance.

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