Meet the premier proposal
solution for Black Diamond.
Seamlessly drive your business from account aggregation, to risk-aligned proposals, to implementation and reporting with Black Diamond and Riskalyze.
Document your fiduciary care with the Risk Number®.
It’s the heart of our award-winning proposal system for advisors. Built on a Nobel Prize-winning framework, Riskalyze has become the industry standard for quantifying investment risk, aligning risk tolerance and risk capacity with portfolio risk, and turning your prospects into fearless investors.
Start with the power of Risk Alignment…
Sync Envestnet’s aggregated accounts directly into Riskalyze and instantly tap into sophisticated analytics of holdings, accounts, and portfolios. Set a target Risk Number or leverage risk assessments to generate a proposal that demonstrates alignment with clients.
…and make financial wellness a reality in Envestnet.
Once clients know their Risk Number and have bought into their investment strategy, they’re ready for a holistic financial plan. Give them visibility into that plan, including their Risk Number and Risk Objectives.