Meet the premier proposal
solution for Envestnet.
Seamlessly drive your business from account aggregation, to risk-aligned proposals, to implementation and reporting with Envestnet and Riskalyze.
Drive successful proposals 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.
Build your clients a custom-fit proposal in Riskalyze and seamlessly implement those changes in Envestnet.
Instantly push your Envestnet models into Riskalyze and use our host of detailed analytic tools in every client meeting.
Once you’ve got a risk-aligned portfolio, you can pass your plan into Envestnet to keep accounts on track and tap into world-class performance reporting.
Launch Riskalyze from Envestnet—or Envestnet from Riskalyze. However you build portfolios, you’ll have access to Riskalyze's full suite of risk alignment and portfolio building tools.
Clients unsure what your "moderate" model means for them? Envestnet risk objectives map perfectly to Risk Numbers, so they'll understand you're investing them according to their best interests.
Advisors love bringing the power of the Risk Number into their financial plans. With MoneyGuide's Riskalyze integration, you've got a dedicated MyBlocks module to help clients understand the risk they're taking on.