Next-Level Client-Agent Alignment

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Every Client, Every Application…
In Good Order.

Leverage the Risk Number® to capture client information and quantify risk tolerance in one simple assessment. An intuitive, foolproof process for clients will empower agents to submit applications in good order.

Take Agent Engagement
to the Next Level.

Agents love using beautiful, white-labeled engagement tools that elevate your brand. Riskalyze Agent Edition equips them to capture the interest of prospects and consistently win new clients.

Annuity Recommendations
Defined by You.

Authorize agents to illustrate products that you define as the best fit for their clients. Results from the objective risk analysis are used to pre-screen a list of the most appropriate products in your arsenal.

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Keep the Focus
Where it Belongs.

Client-facing technology should elevate your organization’s brand, not confuse it. Our user interface is designed specifically to be tailored to your IMO. That way your solution looks like your solution.

Review Any Proposal
in Real Time.

See the full picture. This elegant and seamless review process includes custom rules for determining which proposals require review, and compliance has the power to approve or reject them in real time.

Act in the Best Interest of Clients
and Prove It.

Compliance Cloud, when plugged into a firm with Riskalyze Agent Edition seats, unlocks powerful proposal review functionality. Automate your compliance efforts in light of our constantly shifting regulatory landscape. Equip supervision teams to spot issues, zero in on problems and document an audit trail effectively.

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