The Risk-Oriented, Client-First Approach that Really Works

  • CLIENT EXPERIENCE: With Riskalyze at the center of its practice, $1.3B AUM RIA CornerCap has been able to engage clients and immediately uncover information about a client’s dreams, fears, and attitudes about money!
  • RISK TOLERANCE: CornerCap has leveraged Riskalyze in client conversations to make risk tolerance accessible. Chief Growth Officer Paul Barlow said, “Riskalyze makes those conversations easy—that’s why I know that we’re moving forward with incredible growth.”
  • PROSPECTIVE MEETINGS: CornerCap purposefully gets to know prospective clients with the risk questionnaire. They’ve been able to gain more insight into and connect with the next generation of wealth: Xennials.
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