Client Risk Numbers
Eliminate the stereotypes that have made risk tolerance useless. Use leading scientific theory to objectively pinpoint an investor’s Risk Number®.
Our powerful portfolio analytics engine calculates the Risk Number® of each portfolio to match it with investor risk preference.
Don’t wonder if a client’s risk preference will allow them to achieve their goals—calculate their probability and build a map to success.
Stress test portfolios for a variety of stock and bond market scenarios—one click to revisit an interest rate jump or the 2008 market crash.
Effortlessly launch a secure meeting with your client, whether they're across the room or across the world.
Build a strong foundation to support the advisor’s message between client reviews and give advisors an early warning signal when client psychology is deteriorating.
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.
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.
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).
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.
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.
Custom Security Permissions
Riskalyze follows the best industry standard security practices and protects against unauthorized access to or unauthorized alteration, disclosure or destruction of data.
Give us a call to see how enterprises can custom tailor the above technology to implement the Risk Alignment platform that fits best. 855-RISKALYZE.