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MEASURABLE RESULTS
Equity Concepts has a 90% Close Rate Using Riskalyze
For advisors at Equity Concepts, Riskalyze is fundamental to helping clients understand their risk tolerance.
Everence Advisors Use Riskalyze To Grow 18% YoY
Riskalyze helped Everence grow their business and gain customers without compromising their values.
$150M AUM Firm, Amwell Ridge Wealth Management, Saves Thousands By Consolidating Technology Spend With Riskalyze
Riskalyze Elite allowed David to sunset outdated analytics technology and make risk conversations accessible and meaningful for the everyday client.
United Planner Advisors Increased Take-Home pay by an Average of $2,816 per Month With Riskalyze
"Riskalyze doesn’t just help advisors educate their clients about risk, it also pays for itself, and then some!”
Riskalyze Supports Firm Acquisition Scaling AUM to $330M
From bolstering his team's efficiency, process, client trust, and AUM, Riskalyze is a tool that Cory Allen wouldn't practice without.