The #1 Risk Tolerance Questionnaire in Wealth Management

See why tens of thousands of advisors trust Riskalyze!

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The old way of assessing risk just doesn’t work…

  • Stereotyping investors by age doesn’t work; 52% of 20-29 year-olds aren’t “aggressive,” and 53% of 70-79 year-olds aren’t “conservative!”
  • Insider semantics like “moderately aggressive” are subjective in nature and mean something different to each client.
  • Assessing market sentiment alone attempts to pin down a moving target that will never ever tell the whole story.
  • Hypotheticals that aren’t tied to real, relevant dollar amounts won’t get to the heart of someone’s risk tolerance.
  • Legacy questionnaires leave clients overwhelmed, confused, and full of bad expectations.

It’s time to quantify an investor’s risk tolerance.

Riskalyze built the Next Gen Risk Assessment — not your typical questionnaire — to change the conversation around risk tolerance. When advisors aren’t afraid to talk about risk, investors aren’t afraid to make the right decisions.

Our Risk Assessment is built to quantify a client’s risk tolerance in less than 5 minutes. And the beauty of it lies within its adaptive, dynamic format. Using real dollar amounts, each question builds off the last to make a truly interactive experience — if we tried to print it, you could stack all the paper to the sun and back.

LAUNCH A SAMPLE QUESTIONNAIRE
  • #1 RISK TOLERANCE
    QUESTIONNAIRE

    Since our founding in 2011, Advisors have delivered over 5 million Risk Numbers to clients!

  • PRIZE-WINNING
    FRAMEWORK

    Our Next-Gen Risk Assessment was built upon decades worth of behavioral economic work called Prospect Theory which won the Nobel Prize for Economics in 2002.

  • TRUSTED BY THOUSANDS
    OF ADVISORS

    Don’t just take it from us — tens of thousands of advisors trust us to be their sole risk solution.

Generate leads using our award-winning Risk Tolerance Questionnaire

Not only does Riskalyze help you win new clients by analyzing a prospect’s statement; we also help you generate new leads! Advisors can easily embed a version of our risk tolerance questionnaire into their site, and use it to generate new leads. (Fun fact: The average Riskalyze advisor gets 28 leads through this feature!)

Each time a lead completes the questionnaire, Riskalyze will send you an email notification. You can then log into Riskalyze to review their contact information, Risk Number details, and start building a plan, all before your first meeting!

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Want to take it for a test drive?

SEE HOW YOU CAN FIND A CLIENT'S RISK NUMBER IN LESS THAN 5 MINUTES

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Putting the Risk Number into action.

Whether your client is across the room or across the world, you can send them a link and walk them through the assessment from start to finish.

Once completed, Riskalyze generates their Risk Number® on a scale of 1-99, utilizing a scientific framework that won the Nobel Prize for Economics. The Risk Number is an objective, quantitative measurement of an investor’s true risk tolerance and the risk in a portfolio.

When clients know their Risk Number, they know you’re acting in their best interests. And these assessments are time-stamped and archived, giving you the confidence that you know your client and can prove it quantitatively.

After all—you didn’t tell them they’re a 42. They told you they’re a 42.

Learn more about risk alignment >

“Because of the Riskalyze questionnaire, I’m bringing in more business than I can keep up with! I haven’t seen growth like this in the 20+ years I’ve been in the business.”
JAY, ADVISOR IN PENNSYLVANIA
WHITE PAPER

Using Risk to Manage Client Expectations

  • Now you can reduce the number of ‘talk me off the ledge’ phone calls every time there is a bump in the market.
  • Learn how to use an investor’s capacity for risk to create a long-term investor.
  • Build trust, get clients to stick with you, and bring new prospects onboard.
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