SUCCESS STORY

Brian Horn Wins Clients and Uncovers Held-Away Assets


  • INTEGRATING TECHNOLOGY: “When I saw that Riskalyze seamlessly integrated outside data, that gave me confidence that I was accurately showing a client how much risk they would take on with my recommendations based on the software,” Brian said.
  • REFRAMING CLIENT CONVERSATIONS: Using Riskalyze’s software, Brian is easily able to communicate with clients and quantify risk tolerance through accessible charts and graphs.
  • UNCOVERING HELD-AWAY ASSETS: Brian uncovers held-away assets and builds client trust through straightforward data and reduced fees supported by Riskalyze.
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