SUCCESS STORY

Firm Generates Referrals and Secures 72% Advisor Adoption


  • Discover how Riskalyze enabled 72% of advisors within this Enterprise BD to begin successfully using the platform which ultimately helped generate referrals, secure new business, and help advisors in incredible ways.
  • Riskalyze helped overcome three crucial challenges: 1) Capture risk tolerance and quantify the best interest standard, 2) Meet strict security and privacy guidelines, and 3) Deployment of new tech had to be seamless.
  • Note: This BD firm’s case study has been redacted due to their concerns about “publicizing the competitive advantage in the Risk Number.”
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