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Every feature of Riskalyze Pro
and so much more...
The world’s first Risk Alignment platform has taken the Risk Number® to a premier level. Powerful client engagement and account opening tools unlock a whole new level of empowering fearless investing.

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Client Dashboard
Their data, your brand
Give your clients a Risk Number-centric view into their wealth with our client dashboard. Let your clients update their Risk Number, check their balances and progress to goal, and if their accounts are on Autopilot, they can even update their goals and request changes to how they're invested.

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Account Opening
Filling out forms just got a little easier
Doing paperwork isn't where advisors deliver value to their clients, but it's a chore that every advisor has to do. Speed it up and make it simpler with automated form filling for great custodians like TD Ameritrade and TCA (more custodian partners to come).

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Retirement Plans
Deliver the Risk Number® to hundreds at a time
Finally, it's easy for you to use the Risk Number® to match hundreds or thousands of 401K, 457, 403B or Simple IRA plan participants, with just a few clicks. Build a relationship with participants by matching them to the right set of elections, and gain new clients for life.

Asset Sync
Think outside your AUM
Seamlessly sync in outside assets from thousands of institutions so you can show prospects they're invested wrong, work your client's 401K into the equation, or keep a holistic view of a large client's distributed wealth. Just send a request to the investor's inbox or slide your keyboard across the desk — it's that simple.
Data Sharing
Everyone on the same page
Make it easy for all of the advisors and staff in your firm to share clients and portfolios, while maintaining the firm's ownership of its critical data and history of client engagement, even when advisors leave.

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