SUCCESS STORY

Advisor Wins $1.8M Client Using Riskalyze


  • Advisor Erik Lillibridge has made Riskalyze an integral part of every client’s experience. No matter the net worth of the client, everyone is assigned a Risk Number®.
  • Eric values a streamlined process when it comes to compliance. Erik believes that Riskalyze plays a key role in ensuring everyone remains fully compliant.
  • The thing that surprises Erik the most about Riskalyze? That not every advisor out there uses it.
Download Success Story

Ready to create fearless investing stories of your own?

The world’s best fintech specialists would love to show you around.

Get a Demo